Help with related records
Hi
I have a function where I have Clients (accounts) and Deals (potentials). I want to search my deals that are related to each client and then select a particular deal based on criteria (for example here I am going to use "Deal_Number". As below I am just searching for all Deal 2 in our CRM - how can I only search related records?
ClientID = zoho.crm.getRecordById("Accounts",AccountId);
Deal = zoho.crm.getRecordById("Deals",DealId);
DealSelect = zoho.crm.searchRecords("Deals","(Deal_Number:equals:Deal 2)");
Thanks
Liam
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