Can I select the specific CRM accounts/contacts to sync with Invoice?
I am setting up Invoice after may years using Zoho CRM. I have a long list of accounts in my CRM.
Many accounts are dormant and will not receive invoices in the near future.
When establishing my Invoice contact list using the CRM sync method, can I chose to sync just my active accounts/contacts? (A subset?)
I would prefer to have my Zoho Invoice customer list streamlined and don't want the inactive customers to show up in Invoice.
Is there a solution in the sync process?
Maybe there is a fix on the CRM side, if not in the CRM-to-Invoice sync process.
Thank you for any help.
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