Contact name and customer name keep changing
Hello, I am using Zoho Invoice.
When I add a new contact in Zoho Invoice, I specify the person's first and second names, and then I specify the company name. I want the company name to be the Contact Display Name, so I choose Company Name.
But when I raise a new invoice, for some reason the Contact Display Name has changed to show the first and second name of the person, instead of the Company Name. I always have to change it back to the Company Name so that the Company Name is the Contact Display Name.
The majority of my contacts are set up in Invoice and do not appear in CRM, so I do not think it is a syncing issue.
Can you let me know how to fix this?
Thanks, Mark