Zoho books and CRm integration for quotes.
I was wondering if it's possible to have the integration above but not have it create a contact on the account each time we do a quote.
So if compagny A as a primary contact for billing assign to the account.
If we make a quote in the CRM using the integration it will add automaticly the contact person even if we dont synch those people.
We have a the sync configure to be only a contact that belongs to a certain view and we are also using the integration with the primary contact checkbox like this.
Contact b is not i the view but since he was added in a deal with company A (and contact b is part of company A) when do make the quote from the deal module he get's assign to the contacts person section in Zoho Books.This mean that from this point each time we do a invoice we need to be carefull not to send to the wrong people.
It is commun for us that the people receiving the quotes and the invoice are distincs.
It is commun for us that the people receiving the quotes and the invoice are distincs.
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