I skipped Client-account mapping during integration. Can I enable this option later?
No. Client account mapping is a one-time process. Once you skip this step, you cannot get back to it after integration. The only way to enable this again would be to deactivate the Projects portal integration and configure it again.
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What is client account mapping?
Client Account Mapping is an option provided as part of this integration. In this step, Zoho CRM looks for a match between Clients (in Zoho Projects) and Accounts (in Zoho CRM). Once it makes a match, projects classified under the Clients are ...
There are only 5 accounts and clients displayed on screen when I enable client-account mapping. What happens to the other clients?
The 5 accounts and clients displayed on screen during client account mapping are just samples, for your reference. You don’t have to worry about other records. All of them will be mapped and an email with an Excel sheet listing all the mapped and ...
Configure Zoho Projects Integration
Enable Zoho Projects Integration To enable the integration Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Free Edition users ...
Client Portal - An Overview
As a recruiter, having a great relationship with your clients is critical for financial success. It's equally important to cut down lengthy email conversations and to ensure smooth collaboration. In Zoho Recruit's client portal, your clients can ...
Enable Zoho CRM Integration
Users with Administrator privileges in Zoho Recruit can activate Zoho CRM integration for their Zoho Recruit organization's account. Activating the Zoho CRM integration is in two parts: Generate ZSC Key Set up Zoho CRM integration Generate ZSC Key If ...