Hello!
I've tried searching the forums but can't find a way to do the following:
1. In the Contact detail, we've created a check box for "Has Service", when that contact informs us they already have a company in place that does what we do.
2. I want to map that "Has Service" check box field back to an identical field in the Company detail, and also automatically update that field for all Contacts related to that same Company, and populate that "Has Service" field as positive, so that we don't keep contacting them in error.
In other words, so when we check "Has Service" on one Contact, it immediately we want it to immediately update that same field in the Company field, and the same field in all the Contacts in Zoho associated with that Company.
Is there a way to do this?
Thank you very much,
Terry