How can I edit/add fields to the Zoho CRM-Reports synchronization setting?
You can edit the Zoho CRM-Reports Synchronization setting either from Zoho CRM or from Zoho Reports.
From Zoho CRM:
- Login to your Zoho CRM account.
- Click Setup > Apps and Add ons > Zoho Apps.
- Select Advanced CRM Analytics. The Advanced CRM Analytics page will open.
- Click Settings link, the Zoho Reports Configuration screen will open.
- Modify the settings as required and then click Save. The settings will be modified and data will be synced in the next synchronization interval.
From Zoho Reports:
- Open the corresponding Zoho CRM reporting database in Zoho Reports.
- In the Explorer tab, click the Zoho CRM button.In the Data Sources tab that opens, click Edit Setup.
- In the Edit Zoho CRM Setup dialog that appears, modify the required fields.
- Click Save. The synchronization setting will be modified and data will be synced in the next synchronization interval.