Customer ID (automatically generated)

Customer ID (automatically generated)

Hello,

for our customers we need a unique customer id for every company and for every private customer. So for this scenario we seen, that Zoho Books already have a integrated functionality for auto generated numbers.

So first we setup a custom field under books > setup> General > Clients > Custom Fields



so inside books the functionality rocks!

But now we need to display this auto generated customer id inside CRM. So we want to use the integrated CRM Integration. Switched to Books > Setup > Integrations > Zoho CRM > Customers

But here we can't find the generated and visible field from books to connect it to the CRM field (Also already created)

What am I doing wrong?

      Bootcamp
      Community
      Pricing
      Webinars
      What's New
      Integrations
      Contact Support
      Contact Sales



          Zoho Survey Resources
            Features
            Survey Templates
            Integrations
            Community
            iOS Mobile Surveys
            Pricing
            Android Mobile Surveys
            Insurvey Blogs
            Insight Blogs
            Tips & Tricks





                          Setup Zoho Bigin in 30 Minitues
                          Latest Feature Updates

                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day




                                Zoho Marketing Automation
                                  Zoho SalesIQ Resources

                                        • Sticky Posts

                                        • How to Add Users to your Organization in ZohoMail?

                                          A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________


                                        Manage your brands on social media
                                        Access Zoho Social

                                          Zoho Pagesense Resources


                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now