Workflow Requirements

Workflow Requirements

Hello 

We are currently evaluating Zoho and looking for the following workflow capabilities:

1. if value of currency field is great than x then make a number of existing fields mandatory for completion 

2. auto populate customer related fields from db based on firstname/lastname completion 

3. check customer details against customer blacklist data (currently available within excel spreadsheet)

These queries are pertinent to us going forward with the software and would appreciate your feedback at the earliest opportunity. 

Thanks