Synchronization of two records in different modules
Hi, I intend to use zoho Crm for my company.
I am testing it, but right now I have a problem
I have created an Advances field in the "DEAL" form
A "RECEIPTS" module has been created which must report all the values of the advances created in leds automatically and update them if they are modified
I would like these values each time they are added / modified to create a record in the "CASH" module where there are all the deposits entered (in the deal module) with the reference of the DEAL
I tried with the work flow, but if the record in deal is changed in the other module it creates a new one for me, while I would like it to always update the same
How can I solve this problem?
