Hi there,
I'm in the process of customizing my Zoho setup. I can't seem to figure out how to populate a field in one module with data form a field with the same name in another module.
For example. I have a module called "Leads" and a module called "Offers". Both modules have a custom field called "Current Value". Ideally, I would like to populate this field in the Leads module and then when I create an "Offer" for that lead, be able to link to that data.
Hope I'm explaining this right. Any ideas?
Thanks in advance
Jasonr