Zoho CRM - Copy between fields on event
We would like to an app that has two functions:
1) Automatically copies Quotes.filename to Quotes.subject whenever Quotes.filename is updated. (we've renamed Quotes to offers in our CRM).
2) Automatically copies 'Invoices.AH Invoice No' to 'Invoices.Subject' when a Quote is converted to Invoice (effectively when an Invoice is created I believe).
We don't know if this can be done via a Webapp or ZohoCreator - your recommendation is welcome.
Budget :
Please Quote
|
Duration :
1-2 days
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