To have the ability to use the customer recievables field form Zoho Books in Zoho CRM forms, reports, views that syncs to Zoho Books.
The customer receivables field from Zoho Books to be available in Zoho CRM to use in forms, reports and views within Zoho CRM
3
votes
Vijay Kumar
shared this idea
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Hello Everyone,
We've introduced a new Zoho Books module inside Zoho CRM. You will be able to view modules like Estimates, Invoices and Sales Order of Zoho Books inside Zoho CRM.
https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/10642125-early-access-to-zoho-books-zoho-crm-integrationThe new module is now available in your Zoho CRM. To try the it, please update your Zoho Books integration in setup.
Please refer to the help document for more details.
https://www.zoho.com/books/help/integrations/crm-books-integration.html
