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?



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