How do I add a Primary Client to fetch timesheets from Zoho Projects?
With the enhanced Zoho Invoice - Zoho Projects integration, only projects that are associated with a Primary Client will be fetched from Zoho Projects.
To make existing clients as primary clients in Zoho Projects:
- Go to the Users module from the left sidebar of Zoho Projects.
- Click the Client Users tab.
- Click the other actions button in the top right corner and select Change Primary Client.
- Select the client company and click Update.
You can also make a client as a primary while adding a new client company by selecting the Make as Primary Client option.