Will Zoho CRM Canvas also include the Zoho Finance module that is integrated from Books?
Yes, we support finance modules in the Canvas Builder. You can find them under the Related Lists section in the builder.
Related Articles
Using Zoho Finance Suite Integration
View Zoho Books/Zoho Invoice/Zoho Expense tabs Once you have integrated Zoho Finance Suite in Zoho CRM, you will be able to do the following actions for each of the Zoho Finance application. Zoho Books The Zoho Books tab groups the ...
Setting up and Configuring Zoho Finance Suite Integration
The Zoho Finance Suite integration allows you to integrate your Zoho Books, Zoho Invoice, Zoho Expense as well as Zoho Subscription accounts with Zoho CRM. As a result you can view and monitor invoices, estimates, purchase orders, sales orders, ...
Creating Price Books
In Zoho CRM, you can create price books by: Entering data in the price book details form: You can manually fill in the Price Book details. Importing price books from external sources: You can gather data through various sources and import CSV and XLS ...
Customizing List View Using Canvas
In Zoho CRM, you can create and swap the record views between List View and Kanban View as and when required. But, these views may not be enough when you want to add a record image or arrange the fields in a different order or insert a background ...
Is it possible to book appointments in Zoho CRM using Zoho Bookings?
Yes, you can . You need Zoho Bookings , which can be integrated to your CRM account from the marketplace. Let's see how Zoho Bookings can be used in order to book appointments. A use Case : There is a tour and travels company called Go India ...