Operations / Back Office Apps
Here is the portfolio of some of the Operations / Back Office Apps we worked on
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- Update Accounts module's custom field value by Contacts module's value
- Redirect to another form with data filled on submission
- Update associated Deals when Account is modified
- Create Zoho CRM Deal on Zoho Desk ticket creation
- Update years of experience of an employee using schedule
- Calculate age from date of birth and update using schedule function
- Create new follow up task on another task completion
- Update formatted address in newly created multi line field
- Update custom module entry's field values
- Showing alert on validation of form submission
- Show record summary in add notes field of another form
- Creating page with embedded report using HTML Snippet
- Update Account's field value in Contacts field for associated Contacts
- Convert a Contact to Lead on button click from Contacts module
- Update form field value by getting subform rows
- Update Sales Order field by associated Contact's field value
- Find API Names of a module in Zoho CRM
- Update associated deal when custom module entry created
- Operations and Back Office Apps
- Getting old value of a field on validation of form submission
- Update Deal using associated Product field values
