Viewing jobs assigned in Zoho People from Zoho CRM

  1. Log in to your Zoho CRM account

  1. Click Accounts
  2. Click the respective Account Name

  1. Click Add Related List at the bottom of the page

  1. Click Custom Functions > Get it from Gallery

  1. Select Track your Timesheets Jobs from Zoho People and Click Install

  1. Click Add now

  1. Select Account Name from the account Name drop-down list(For Contacts, select Contact Id from the accountName drop-down list)
  2. Click Specify custom value and provide the Zoho People's authtoken value in authTkn. Learn more to generate authentication token.
  3. Click Save

 

 

Now you can view the list of assigned jobs for the specific account in Zoho People through Zoho CRM.