Update quote information without having to edit or force an edit function
Hopefully I can explain this correctly!!
Our quotes are created in a 3rd party system and then integrated into Zoho CRM Quotes module via the API.
In Zoho quote I have some formula fields such as discount % and some aggregate fields for sub total and discount total.
These fields are only getting populated when I open the quote in Zoho and then hit the edit button and save.
Is there a way of replicating this open, edit and save function as a workflow or function so the formula & aggregate information will be updated "automatically"
example this is the quote detail from the API
the unit trade & discount % are formulas in ZOHO
The discount total in the aggregate does not update either, even though the sub total does.
If I edit and save the quote, without changing anything all the values update
How can I make this happen automatically without having to manually open, edit and save every quote?
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