Getting the correct status of Books in Zoho Finance in CRM

Getting the correct status of Books in Zoho Finance in CRM

Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration)

However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to create a view for the approver with only estimates to be approved. Our main interface is the CRM, we should use Books as less as possible.

So, how to get the same status or create a view, a report, a component with the status available in Books ? Around this, how come the status found in the CRM is different from the Status in Books...

In Books:
Books Estimates

In CRM:



Moderation update (2nd May 2024):
We are capturing votes and feedback for the need sync the sub-status from Zoho Books to Zoho CRM in the link below. Please feel free to join the conversation.
https://help.zoho.com/portal/en/community/topic/zoho-finance-bug-invoices-filter-for-unpaid-does-not-work-when-using-zoho-finance-invoices-module

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方