Hi there,

We are currently using ZOHO Finance Estimates to quote our customers and we have run into an issue with addresses. As our Sales Team only use CRM rather than Books they cannot add addresses, so they have to wait until I can change the address in Books.

We currently have a Custom Module which we use to store information on specific Branches of an Organisation. Is there a way we can have the Branches addresses replicate across to the Accounts? I have tried playing with Custom Functions and templates but have not been able to get anything working.