Zoho Project CRM Contacts Link
Is it possible to create a picklist associated with CRM contacts in the Zoho Projects? When collaborating on a project with a team it is important that we know who the external/customer point of contact is for that project. I have created a layout that adds a point of contact text box and one for related contact information but I have to manually enter information.
It would be more convenient and likely reduce the potential for errors if I could have a drop down list linked to Zoho's CRM where I could choose the point of contact.
If possible I would appreciate the "how to." If not yet possible I would strongly suggest/request the feature.
Dave Brown
Sticky Posts
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