Getting the correct status of Books in Zoho Finance in CRM
Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration)
However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to create a view for the approver with only estimates to be approved. Our main interface is the CRM, we should use Books as less as possible.
So, how to get the same status or create a view, a report, a component with the status available in Books ? Around this, how come the status found in the CRM is different from the Status in Books...
In Books:
Books EstimatesIn CRM:
Moderation update (2nd May 2024):
We are capturing votes and feedback for the need sync the sub-status from Zoho Books to Zoho CRM in the link below. Please feel free to join the conversation.
https://help.zoho.com/portal/en/community/topic/zoho-finance-bug-invoices-filter-for-unpaid-does-not-work-when-using-zoho-finance-invoices-module
https://help.zoho.com/portal/en/community/topic/zoho-finance-bug-invoices-filter-for-unpaid-does-not-work-when-using-zoho-finance-invoices-module
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