Preferences

Let’s have a look at the various settings you can configure for the Projects module in Zoho Books.

In this page…

• Field Customization
• Custom Buttons & Links
• Related Lists

Field Customization

You can add multiple custom fields for the Projects module and assign different data types for each of them. Learn more about Field Customization.

Custom Buttons & Links

You can create new buttons in the Projects module to perform specific actions for your transactions, or to open external links. You can create them using a deluge script and execute actions based on the functions you add. Learn more about Custom Buttons & Links.

Related Lists

You can view and fetch data from different modules using lookup fields or from the third-party service providers using deluge scripts in the related lists tab. Learn more about Related Lists.

Related

• Overview - Projects
• Basic Functions in Projects
• Functions in Projects
• Manage Projects
• Other Actions in Projects

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