Dear all,
we love Zoho and we enjoy working with it, up to a certain extent. We are all not programmers but the simple way to add fields, customise fields, create workflows and events are easy, simple and quick to do, up to a certain complexity.
Now I am having a question:
- In the module deals, i have a custom field (DueDiligence)
- I have the same field (DueDilligence) in Accounts module
- Whenever a deal is created or edited, the value (failed, passed, pending), which is to be found in the Accounts module, should be displayed in that very filed in the Deals module
This should be such an easy function, but I really tried everything and I cannot get there.
I was studying one on one and one to many dependancies, i created events, workflows and field updates, nothing seem to be able to help me with such a simple request then doing so coding, which I don't know how to!
So if anybody can help me here with some idea on how to do this in a simple way, that would be much appreciated!