Preferences

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

To configure preferences for the Projects module:

• Go to Settings on the top right corner of the page.
• Select Projects under General.

Fields

You can create new fields for the Projects module and assign different data types for each of them. Learn more about Fields.

Buttons

You can create new buttons in the Projects module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about Buttons.

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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