We are implementing a CRM in Zoho CRM and I need to automatize a few functions that apparently are not offered as such by the software. So I need simple code for Zoho CRM that allows the following actions :
1. We have the modules Accounts (= clients), to which is related the module Machines (=products owned by the clients). To the module Machines is related the module Inter (= intervention on a specific product). The link between the module Inter and the module Machine exists (meaning from Inter we know on which machine was the intervention). BUT I cannot find the way to trace back to the module Accounts (in order to know who is the client related to this intervention). I need the name of the client to appear automatically in the module "Inter" based on the machine, and I need to be able to use the field "name of the client" in reports based on the module "Inter".
2. For each Account, we have 2 addresses : the invoicing one and the delivering one. So far only part of these addresses are populated. I need to make sure that 100% of the addresses fields are filled by performing the one-time action below :
a. If “delivery address” is empty and “invoicing address” is filled, then duplicate the “invoicing address” it in the “delivery address”
b. If “invoicing address” is empty and “delivery address” is filled then duplicate the “delivery address” in the “invoicing address”
3. In the "Inter" module, there is a series of 10 check boxes that need to be checked by the user in case a specific action has been performed during the intervention. I need to display these in a email report created based on the "Inter" module. If possible these fields should be displayed in the form of a checked or non-checked bo
13 freelancers estão ofertando em média $33/hora para esse trabalho
I have 4 yrs exp in zoho and done many functions so i can show you also live functions and many difficult functions also done that need to connect with other zoho products .