Adding a CRM Account field to a ticket
I have a created a field in Zoho CRM called support contract, where I specify the level of support an account has purchased. (Colored Picklist)
I would like to add that field to a ticket upon creation and selection of the account.
I have added a lookup field to the ticket layout and selected for the information to be auto populated on selection of the account, but it will not give me the option to do so.
I would like to add that field to a ticket upon creation and selection of the account.
I have added a lookup field to the ticket layout and selected for the information to be auto populated on selection of the account, but it will not give me the option to do so.
What am I doing wrong?
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