Hi all,
Question 1:
I want to create a button with
sums the values of
two custom fields and change the
account 'amount' field to that sum result. So amount = field 1 + field 2.
I would add it as a formula, but the amount is a special field so I cannot do it. I am trying to use deluge but it's so complicated I cannot understand, it always gives me an error. It sounds so easy to implement that I thought it would be easier to just ask here.
Question 2:
Does Zoho CRM or any other Zoho module have a way of creating proposals automatically? So pricing, logos, etc. would be applied automatically and I could add/remove sections at will for an automated .pdf of my proposal.
Thank you for your help