Other Actions for Custom Modules
Let’s have a look at the various actions that can be performed in a custom module.
IN THIS PAGE…
Bulk Update
You can update the fields for multiple records at once using the Bulk Update feature.
- Go to More and the choose the Custom Module (say, Debtors).
- Select the records that you want to update and click Bulk Update.
- Select the field you want to update and its corresponding value.
- Click Update.
Edit or Delete Records
You can edit or delete the records in your custom module.
To edit the record:
- Go to More and click the Custom Module (say, Debtors).
- Select the record you want to edit.
- Click the Pencil icon in the top right corner of the record details page.
- Make the necessary changes and click Save.
To delete the record:
- Go to More and click the Custom Module (say, Debtors).
- Select the record you want to delete.
- Click the More dropdown in the top right corner of the record view page.
- Select Delete.
- Click Proceed to confirm.
Edit or Delete Custom Modules
You can delete or edit the custom module in Zoho Books.
To edit the custom module:
- Go to Settings and then Preferences.
- Go to custom module that you want to edit or delete.
- Click the Gear icon in the top right corner of the page.
- Click Edit Module.
- Make the necessary changes and click Save.
To delete:
- Click Delete Module from the dropdown.
- Click OK to confirm.
Clone Records
If you want to create a record which has details similar to an existing record, you can clone it. Here’s how:
- Go to More and click the Custom Module (say, Debtors).
- Select the record you want to clone.
- Click the More dropdown in the top right corner of the record view page.
- Click Clone.
- Go through the details and click Save.
Export Custom Modules
You can export all your custom module records that are in Zoho Books to your system in the CSV, XLS or XLSX format. Here’s how:
- Go to More and click the Custom Module (say, Debtors).
- Click the Hamburger icon in the top right corner of the page.
- Select Export Custom Module name.
- Fill in the following fields:
| Fields | Description |
|---|---|
| Select Module | By default, the custom module will be selected. |
| Date Range | Export All Custom Module Name or select a Specific Period for which you want to export the records. |
| Fields in Export File | If you want to export only certain fields, you can select a template under Fields in Export File. If you don’t have an export template, you can create a new one by clicking + Add New. |
| Export As | Select the format of your export. |
| Personally Identifiable Information (PII) | If you have any PII that you are exporting, mark the box Include Sensitive Personally Identifiable Information (PII) while exporting. |
| Password | Enter a password to secure your export. |
- Click Export.
Automation
You can automate and create workflows using your custom modules based on your business needs.
Zoho Analytics Integration
If you integrate with Zoho Analytics, you can generate reports in Zoho Analytics for the custom modules you have created in Zoho Books.
Yes
No
Thank you for your feedback!
