Hi
I work for a small IT repair business and have recently started using Zoho Creator and CRM. Using Creator i have built an app which acts as a job sheet which i fill in as i am working on a customer's computer, this app includes fields such as what the problem is, the work i have done to solve the problem, costs etc. What i would like to be able to do is have some kind of lookup field in my job sheet app so that i can search for a customer that is stored in Zoho CRM, this meansa that rather than type the same name over and over again i can simply select his/her name from a list and be presented with all their contact information.
Is there a way of doing this?
Thanks.