Mapping Billing Country Field to Your Contract Template Field
In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM is a single line field, whereas in Zoho Contracts it is a in Dropdown.
Therefore, until Zoho CRM supports a dropdown field, as a workaround, add a custom single line field named as Account Billing Country in the deals module. This is to populate the Billing Country in the account record to the deal record whenever the deal is created or edited for existing deals. Also, add a custom field name Billing Country in your contract template to fetch the value from Zoho CRM to your contract type using custom function.
Steps to Configure:
- Go to Settings > Customization > Modules and Fields, then choose the Deals module and add a new Single Line custom field.
- Go to Workflow Rules, under the Automation section, click Create Rule.
- Choose When as record is created or edited and choose this rule for all deals.
- Choose Action as Function and create your own function by giving a function name.
- Set an argument such as deal_id to fetch the Deal's ID.
- Insert the code from the attached file "Mapping Billing Country Field Snippet.txt" in the code editor, then click Save.
- Go to the Zoho Contracts Extension settings and map the custom field with the Billing Country field in the contract type template.
This is a one-time configuration and this will reflect in all of your Deals.
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When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.Mapping Billing Country Field to Your Contract Template Field
In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRMBulk Import Counterparty Data
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