'Zoho Books' invoices/estimates not appearing under Accounts in Zoho CRM
Hello All,
I have connected my Zoho Books & CRM, and successfully tested pulling accounts from the CRM to generate invoices, but the invoices I create don't appear under their associated accounts.
In fact, there's no space for them to appear at all. There's no 'Zoho Books' section in the account view in the CRM even though there's a 'Zoho Books' on the 'Selected' list under 'Organize Account Details'. Any ideas?
Thank you