How to create Sync view Button

How to create Sync view Button

Firstly you have to log in to your CRM -

sync view button is required for the below modules in your CRM       
      Invoice       
      Account
      Product
  1. At first, go to Invoice, Click the dropdown box, and select create a view. 
  2. Rename the field to <sync view button>
  3. Set the value  from specific criteria as below (use drop-down)
  4. Drag and drop below fields to select 



Saasu id isn’t $empty 

  1. Account Name
  2. Contact Name
  3. Created time
  4. Invoice date
  5. Invoice owner. 
  6. Grand Total
  7. Sales order
  8. Subject
  9. Status
  10. Xero ID

Share it with Everyone

Please check the below screenshot for more clarification.    







    • Related Articles

    • Zoho CRM 2 Saasu : Installation Guide

      Overview This guide is designed to give you a detailed and comprehensive rundown of the Zoho CRM 2 Saasu extension portal setup process.If any questions or confusions arise throughout the course of this guide, please send an email to ...

    • Create SMS Template

      The plugin provides the opportunity to use templates, so you do not need to write the SMS content every time. Custom Templates can be created or used for the widget. By clicking on the “Templates” button, the template page will open. There will be no ...

    • Sync Invoice without tax

      Firstly, make sure, GST free income is mapped correctly in the extension portal. Now follow below steps to create a product and select the tax in the invoice. Step 1: Select No tax – 0.0% in product   You should select all the tax option so you will ...

    • How to find “Address” button in CRM mobile app.

      Firstly, Login to your CRM mobile app and go to the dashboard.         Step 2: Search your desire module from the search option, here we search and select a lead for example.   Step 3: Open a lead details and clicked on red marked (3-dot) option, it ...

    • How to create Direct SMS Template

      Step 1: Go to Template Settings in your CRM Step 2: Click on ‘Create SMS Template’ Step 3: Click into Generate Custom SMS body. Step 4: Write the Template Name    Step 5: Select the Module  Step 6: Write the SMS body and Save it. You can merge the ...