Hello,
I have read about the possibility to update automatically contact-information from crm to books which is fantastic!
I am working in a b2b, so my invoices need to show the vat-number of the company I am selling to.
I thought I could get this Vat-Number automatically using the 'web-to-lead' form to get it into crm.
Now do I understand it correctly, that this field would not be considered when updating contact-info from crm to books?
So I would need to add it myself in books, right?
thank you,
kind regards,
Lars