Updating customer records forms

Posted by / 22-Jul-2017 12:19

While you are viewing a record, you can change its data, then click the Update button to copy those changes to the database.For example, if you discovered that there was an error in the order quantity, you could change it.Let's say we have a Zoho Creator Form which stores Leads information.To update existing Lead details in Zoho CRM you can execute the update Record() task.Use a simple Checkout form and a PHP script to collect and update card details for your customers.

When you're finished changing the record, click the Update button, and the revised data will appear in that record on the database sheet.Note: If the Order ID is not in the database, you'll see a warning message, that asks if you want to add as a new record.You can also add a "New" button to the data entry form.Zoho Creator and Zoho CRM have been integrated for efficient usability purposes.We have developed tasks in Zoho Creator to perform automatic actions in Zoho CRM, which would otherwise require manual execution.

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The specified record is updated when the Form is submitted with updated information.