Update Client Record based on creation of custom module record
Hi! Hoping for someone's help with this one.
I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts.
What I'm trying to achieve is, when a deal is won, to update the Client record as well with the same information about 'Products' so that the information is consistent across the 3 modules.
If this is possible or if there is a better/easier way to achieve the same outcome, please reach out!