My company has been using Zoho One since 2021, with sales data going back through 2020.

However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually occurs through Desk).

Optimally, I would like to have a single report, where line items from new Zoho Finance Invoices are joined with the historical line items. I would like this to be accessible both from a ticket in Zoho Desk and from a Canvas customer view in CRM.

Is there a way to accomplish this? If so, where is the best place to store the historical data? My leading candidates were a custom module in CRM or a table in Zoho Analytics. The latter seems less likely, but it would be easy to import the information and to do the database join with the 2020 and forward data.

Any thoughts or advice would be appreciated.

(cross-posting this in the Desk community, too)