How to check if contact has a relation to custom module record (related list record)?
Hello,
I do have contacts (in the regular contacts module) in Zoho CRM that can be related to a custom module "Subscriptions". The Subscriptions will be displayed in a related list in each contact.
So if I create a new subscription I can choose the contact in a lookup field.
Is there a way to check if a contact is related to a Subscription with a workflow rule/function?
I have added a dropdown/picklist in the contacts module with the name "Related_to_Subscriptions" (values can be Yes or No). And if the contact is related a subscription a function should change the dropdown to Yes.
Or is there any other way to display in the contacts list if each contact is related to Subscriptions?
Thanks for help,
Michael