Mapping Billing Country Field to Your Contract Template Field
In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM is a single line field, whereas in Zoho Contracts it is a in Dropdown.
Therefore, until Zoho CRM supports a dropdown field, as a workaround, add a custom single line field named as Account Billing Country in the deals module. This is to populate the Billing Country in the account record to the deal record whenever the deal is created or edited for existing deals. Also, add a custom field name Billing Country in your contract template to fetch the value from Zoho CRM to your contract type using custom function.
Steps to Configure:
- Go to Settings > Customization > Modules and Fields, then choose the Deals module and add a new Single Line custom field.
- Go to Workflow Rules, under the Automation section, click Create Rule.
- Choose When as record is created or edited and choose this rule for all deals.
- Choose Action as Function and create your own function by giving a function name.
- Set an argument such as deal_id to fetch the Deal's ID.
- Insert the code from the attached file "Mapping Billing Country Field Snippet.txt" in the code editor, then click Save.
- Go to the Zoho Contracts Extension settings and map the custom field with the Billing Country field in the contract type template.
This is a one-time configuration and this will reflect in all of your Deals.
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Adding signature fields in your contract template
When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.
Contract creation for Accounts and Vendors in CRM integration
One of the most sought feature requests in our Zoho CRM integration is the ability to request contracts for other modules such as Accounts and Vendors. Even though we have considered it on our priority list, we felt it would be helpful for our valuable
Mapping Billing Country Field to Your Contract Template Field
In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM
Bulk Import Counterparty Data
Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.