Good Evening,
In short, I am trying to accomplish the following:
When in a zoho CRM potential module record, hit a button that will be bring up a creator custom form.
this custom form will have CRM fields (auto populated depending on which CRM record they were on) and new fields.
When done entering the data, there needs to be an option to print as pdf. This attachment should also save to the crm record of the potential.
Is something like this possible using Creator and CRM?