Hello all. I'm going thru a trial of several Zoho products, mainly CRM and help desk. Am I correct in assuming that if I add an Account and/or a Contact on the CRM side, this would automatically sync over to the Help Desk portal? It doesn't seem to be working, at least not very well. I have one Account with two Contacts attached. I did a manual sync, and after about two hours they came over. However only on the web, not on the mobile (iPhone) apps.
Is my thinking correct? The #1 reason I'm trying out the Zoho tools is to keep all my client information updated across the board.
Thanks!