Urgent need of a custom function!
Hi there,
i'm desperate for a custom function that runs as part of a workflow in Zoho CRM. i need to achieve the following:
When
Deals entry created or updated
Then
- Fetch Account from Deal (lookup field in Deals module)
- in the related Account, fill the date field "Last_Order_Placed“ with the "Closing_Date“ from the deal
- in the related Account, fill the date field "Last_Season_Ordered“ with the "Season“ from the related lookup field in deals
- fill the single line field "Active_Brands“ with "Vendor_Name“ (lookup field from deals module) from Vendors module
- Add related "Vendor_Name“ (lookup field from accounts module) from Vendors module as a tag to the Account
thanks a lot for your support!!