How to change related the Account_Name field in Zoho CRM along with the client name in Zoho People and Zoho Projects

How to change related the Account_Name field in Zoho CRM along with the client name in Zoho People and Zoho Projects

Zoho CRM does not update the account names in Zoho People or Zoho Projects. As such I'm trying to write a custom function that handles this and changes related project names. I will most likely have to hire a consultant to help but I thought I would post the details here first.

In Zoho CRM, when the ClientIDText (custom, mandatory, unique text field) is edited in the Accounts module:

1)    update the Account_Name field in the Accounts module and the name of the related client in Zoho People and Zoho Books;

2)    Change the name of projects that are associated with it (projects must be referenced in Zoho People but changed in Zoho Projects)

 

If the ClientIDText field is null do nothing

 

Else:

 

If the Account_Name field does not end with ")" update the Account_Name field to = Account_Name & (ClientIDText) the parentheses are meant to be included. For example, if ClientIDText is changed 1234.5 and the Account_Name field = "ABC Enterprises" the new Account_Name field would be ABC Enterprises (1234.5)

 

Else /*the Account_Name does end with ")"*/

 

1)    Replace the end of the Account_Name field after "(" with the ClientIDText  field & ")". For example: if the Account_Name field = "BCD Enterprises (2345.6)" and the ClientIDText field is changed to 2345.71 the new Account_Name field should = "BCD Enterprises (2345.71)"

 

Then

 

2)    If projects exist that are related to the Account in Zoho People (there will be multiple projects): for each project update the end of the Project Name in Zoho Projects (the name change must take place in Zoho Projects) after the last "(" with the ClientIDText  field & ")" For example: if the Project Name field = "2023 Tax Return - My Toy Company (3456.7)" and the ClientIDText  field is changed to 3456.8 the new Project Name field should = "2023 Tax Return - My Toy Company (3456.7)"

 

Then

 

3)    Update the Zoho People Client Name and the Zoho Project Client Name with the new name. For example, using the above example, if the Account_Name changes in Zoho CRM from "BCD Enterprises (2345.6)" to "BCD Enterprises (2345.71)" the Client Name should change in Zoho People and Zoho Projects to "BCD Enterprises (2345.71)"


For what it is worth, we have access to the entire Zoho One suite.