Integration Field

Integration Field allows the users to update data from Zoho CRM. By enabling this feature, the user can establish a relationship between the data in Zoho Projects and the data in Zoho CRM.

Click in the top navigation band.
Navigate to Customization > Layouts and Fields > Projects.
Click the layout to add a field.
Drag and drop the Integration Field from the New Fields tray into the layout editor.
Enter the Field Name and select a Service, Module and Field.
Click Add to Layout.

Your Zoho CRM portal should be integrated with Zoho Projects to enable the integration field.

See Also

Project layout & fields

Milestone layout & fields

Task layout & fields

Issue layout & fields

Timesheet layout & fields

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