We're finding it difficult to wrap our minds around the methodology of why the project tracking in Zoho Books is not synced/part of/related to the Zoho Projects app. The Projects app is so much more robust: Milestones, Task List, etc. (not avail in the Books projects section) are very helpful for clients to see and collaborate on.
- Any idea if this is on the roadmap to link these two apps?
- Any suggestions on ways around having to get clients to "log in to view your estimates/invoices/projects/tasks related to invoices using this portal" BUT "log in to view your detailed projects using this other portal" ... not great customer presentation.
Any tips and suggestions are appreciated.
Thank you,
Brett