Copy data from Contact to Account
Hi
Me again. Next request for assistance...
I have a number of "Lead" contacts in an Account. There will be only "Lead", but it could change from time to time. So I have a check box on the Contact Record called Lead to identify them.
What I want to happen is when I check that box on a Contact:
1 - It Copies Full Name to Account Record Free Type Field called Lead Contact
2 - It Copies Email address to Account Record Email Field Type Called Lead Email
3 - It searches Contacts associated to the Account and if any have Lead checked it deselects them (only one Lead per account and assumption is most recent check is the most recent Lead)
Thank you
Jane
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Sticky Posts
The Canvas module view gets an exciting face-lift
Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucial
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
Introducing a new home page view and UI enhancements for Dashboards
Hello everyone, In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.