Can Zoho screen pop an exisiting customer first, and if the number is unknown pop up a new record form?
I know that is not the answer you wanted, but I hope it puts you on the right path to resolution.
Thanks
I have had to bring in a developer to work through this. Zoho themselves (3 engineers locally in Australia) could not offer what we are trying to do (it’s fairly basic). The developer has not liked working on the Zoho platform, but is trying to make things work using Zoho Flow.
The developer recommends and uses Make.ai for new workflows.
Appreciate you getting back to me.
Paul
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