Bug in the DISPLAY PROJECT BY CLIENT
zCRM integration with
zProject is great. It picks the account/contact and creates the project in
zProject. However when you select "DISPLAY PROJECT BY CLIENT" in
zProject it does not show it by client unless you back change primary client.
Ashique Ibrahim
Zoho CRM Certified Consultant
ash.ibrahim@oscillosoft.com.au | Skype: ashique.ibrahim
p: 1300 301 771 | f: 02 8203 4599
http://www.oscillosoft.com.au | ACN: 123 884 328
Step 1.
When you create a project via
zCRM if you view in project under CLIENT USER you will see
Then you need to change this by re-selecting the same contact
Once you change it shows in RED. Only the DISPLAY BY CLIENT VIEW works in
PROJECT. This must be a bug as it already created under the ACCOUNT/CONTACT why does it need to be changed here again with extra steps. The integration should do this automatically.
Ashique Ibrahim
Zoho CRM Certified Consultant
ash.ibrahim@oscillosoft.com.au | Skype: ashique.ibrahim
p: 1300 301 771 | f: 02 8203 4599
http://www.oscillosoft.com.au | ACN: 123 884 328