Syncing Fields Between Accounts AND Deals
Please don't email me, I will check this thread for updates daily.
I have a custom set of 10 fields (CFSET) in my account pages and deals pages. I want to fill them out on accounts pages per each, then when I make a new deal in an account, I want to copy all the data from CFSET in accounts to the CFSET in the deal. BUT sometimes I may want to change a field's data in the DEAL, if that happens I want it to update in the Accoutn CFSET, and the CFSET of all the deals for that account.
a. use a function to run a script that will check on save of account and deals if CFSET changes and update the account an other deals accordingly
b. can you create a custom module and link them to the account name and show the custom module's info in many places. ie. all deals for that account and the account itself. The key is it needs to be updated and saved from anywhere it is visible (acct page or deal page).
Any ideas how to structure this or code the syncing?
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Topic Participants
Joe Barrett
Bhoomi Joshi
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Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRMFunction #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
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