Require users to create Contact when create Account
Dear Zoho team,
We need :
1/ User must create Contact after create Account, if not can not create Account, ( or remind user to create contact for that account later )
2/ User must fill in either email or phone number ( or remind them to do so )
Conditions in workflow , validation, ... for Account do not have Contact fields , so I can not do anything
Do we need to write custom action or ... ? Please suggest me
And one more question on blueprint :
- User can only create invoices or estimate in Blueprint only, not in invoice/ estimate tab or in contact/ account page ?
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________