We are familiar with doing auto generation in drop down fields in
Zoho Creator using Deluge Scripting. We need to perform similar functionality in
Zoho CRM. As an example, we need to do the following two tasks --
1. In "Quote Module" page, We’d like to have the SUBJECT of the Quote get
Auto Generated based on the following naming scheme:
“Account Name – (Date) – (No. of quotes that day for this account) ".
2. Also, if we select "Credit Card" in Sales Order Module, how can we auto generate the information of that particular credit card holder from other object?
We are trying to auto populate a few fields in "Quote" object using "Account". How can this be done?