Problem:
I'm creating a contract template in Creator for my salespeople (users) to fill out to send to our clients.
A field in this needs to be "Salesperson." This is the same as Account Owner in Accounts, which pulls from the list of Users in the CRM.
So I tried the Integration field -- Zoho CRM -- and there's nothing in the drop-down for Account Owner or User.
I REALLY don't want a salesperson to have to type their name and info in -- it should automatically pull from the system.
I REALLY don't want to do something like create an Account for my company, manually add every new salesperson as a Contact and point the Integration lookup there. Very manual and messy.
So how do I elegantly have a user (let's say Janet) load this form that's created in Creator and have her name automatically appear in the form without having to type it in or so anything else manual (on the back or front end)?