Do you have anything that shows how to use the LookUp field in one module to grab info from another ? Ex: a client fills out a ZohoForm that’s integrated into ZohoCRM for a course they want yo take . how do we link the Course Module to connect to Contact module and grab the names of participants ? And how do we ensure if a client takes another course we offer, that CRM does not override new course info over old one.? We want to keep track of all the courses .
This was helpful . Thank you
Do you have anything that shows how to use the LookUp field in one module to grab info from another ? Ex: a client fills out a ZohoForm that’s integrated into ZohoCRM for a course they want yo take . how do we link the Course Module to connect to Contact module and grab the names of participants ?
And how do we ensure if a client takes another course we offer, that CRM does not override new course info over old one.? We want to keep track of all the courses .