Zoho Books, Related List for CRM cases
We’re transitioning to zoho finance
Currently we use CRM and relate CRM cases to CRM sales orders.
We want to link a Books Sales Order and a CRM Case and Books Contact to their CRM Cases
How would I go about relating a books sales order (and it’s invoice) to a CRM case using a related list? I presume this is possible via deluge?
Appreciate any feedback in advance.