Hi everyone,
I have the following User-Created Modules in Zoho CRM:
✅ I want to create an automation that sends an email to the related client when the fault status is changed to "Done".
🔄 I also want to know how to create a two-way connection between modules in Zoho CRM. For example, ensuring that when I open a client's record, I can see all their related assets, and when I open an asset's record, I can see the related client.
How can I set this up properly in Zoho CRM?
Thanks in advance!