Hi,

We have integration of Zoho Books / Finance in CRM. I have 2 questions about the purchase order entry in Books related list.

- Zoho Books is correcty available fully in CRM in is own tab

- Estimates, Sales Orders and Invoices are available in the Deal / Potential module as related list

What about the Purchase Order in related list ?

1. in which crm module the purchase order is available as related list (like for the Deal module) ?

2. A colleague created a custom module name "Purchase opportunities". It's a Deal-like module, but for purchase.

- How can I add Zoho Books / Finance Purchase Orders in this module ?

- What are the mandatory fields of the module to display the right purchase order to a record ?

- Which function should I use?

I certainly have miss the page in Zoho knowledge base about it... just can't find it.

Kind regards