Custom Modules
To accommodate their business requirements, your customers may create their own modules to record information that is specific to their needs and not addressed by the default modules in Zoho Books. These modules are referred to as Custom Modules. If your customer chooses to display custom modules of their organisation in your portal, based on preferences configured, you can perform certain actions on the custom module’s records from your portal. In this help document, you’ll learn what these actions are and how you can perform them.
Create a Record
If your customer has enabled the preference for you to create records for their custom module from your portal, you can create records and submit them for approval. Here’s how:
Log in to your portal.
Click the custom module on the left sidebar.
Click + New in the top right corner.
Fill in the required details. Fill in details in the required fields.
Click Submit to send the record to your customer for approval, or click Save as Draft if the preference is enabled for the custom module.
Edit a Record
If your customer has enabled the option for you to edit records you created for their custom module, you can edit those records. Here’s how:
Log in to your portal.
Click the custom module on the left sidebar.
Click the record you want to edit and click Edit at the top.
Make the necessary changes and click Submit.
Add Comments
If your customer has enabled the option for you to add comments to the records you created for their custom module in your portal, you can do so. Here’s how:
Log in to your portal.
Click the custom module on the left sidebar.
Click the record for which you want to add comments and click the Comments icon in the top right corner.
Enter the comment in the text box. You can format the text using bold, italics, and underline.
Click Add Comment.
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