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Assuming swap is required, the following 2 results were found.

  1. Zoho CRM: Client Script: Swap Quote Account with Deal Lookuphttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-swap-quote-account-with-deal-lookup.html

    What? A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record. Why? The use-case here is that I have a client who is a supplier. The opportunity (aka Deal) will be in the end customer's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  2. Zoho Deluge - Modify the product line items in an invoice modulehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

    This is a reminder on how to swap out a product in an invoice. Why? A client wanted one of their products to be swapped out with another as they had a 3rd-party feed that kept creating a product that they didn't stock. How? So editing the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
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