Contact Preferences

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

In this page…

Basic Settings

You can choose which fields of your contact will be displayed in your transaction PDF, and also create multiple contacts with similar details.

To configure your contact preferences:

Contact Preferences

Field Customization

You can add multiple custom fields for the Contacts module and assign different data types for each of them. Learn more about Field Customization.

Custom Buttons & Links

You can create new buttons in the Contacts module to perform specific actions for your transactions, or to open external links. You can create them using deluge script and execute actions based on the functions you add. Learn more about Custom Buttons & Links.

Next >
Other Actions for Contacts

Was this document helpful?
Thank you for your feedback!
Want a feature?
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


VAT compliant accounting
software for small