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
Sticky Posts
[Early-Access] Blueprint enhancements - Parallel and multiple transitions, and more
Early Access Interest form Resources Help Documentation Subscriptions CRM Professional, Enterprise & Ultimate, CRMPlus, Zoho One Restrictions Currently only supported for CRM web version Zoho CRM's Blueprints provide structure to business processes by
"Puvi" is here for Zoho CRM
Dear All, We hope you're doing well! We're here with an exciting UI enhancement to Zoho CRM's typography. Let's dive right in! Puvi is a homegrown font type developed by Zoho a couple of years ago. "Puvi" (புவி) is a word from an Indian language—Tamil—that
Canvas templates can now be shared with different CRM organizations
Dear All, We hope you're well! We're here with a useful update for Canvas in Zoho CRM. Canvas is our flagship feature that helps you add context to your record details pages. With the help of templates, elements, and styles, you can design your CRM records
Reports can now be filtered using dynamic criteria values
Dear All, Greetings! We are here with a quick and a useful update to the new reports feature in Zoho CRM. As you may know, the new reports feature lets you create different types of reports in just a few clicks. Just select the parent module, choose the
Introducing Zia's "best time to contact" analytics
Dear All, We hope you're well! Zia's "best time to contact" is a correspondence-based AI suggestion that help your reps contact your prospects and customers at the right time. It does so by observing the data and the behavior of users in Zoho CRM. Adopting
Zoho Pagesense Resources
Zoho SalesIQ Resources
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.