I want to use a zoho crm field in my form. Its easy enough to use the drag and drop method of this but this seems to leave many issues.
1. When using the form and adding a value to the zoho crm field, how can i control what columns show in the popup window?
The columns that currently show up when using the invoice module is the Subject, Status, and Grant Total. I want to change these columns and add a couple additional ones. How can this be done?
2. How can I filter out certain records from showing in the popup of the zoho crm field? I do not want to show invoices with a specific status.
Thanks