In Zoho Projects I have created a custom layout which already includes a 'Client Information' section. The 'Client Information' section already includes integrated fields (integrated with CRM) for various account and contact details.

Here's what I want to display:

- Customer Name

- Address

- State

- Zip Code

- Phone

... and others.

However, when I use that Layout, those customer contact fields are not populated with the customer details.

Here's the workflow that I (am trying to) use:
- Go to Accounts in CRM, select account, scroll down to Projects, create a new Project ...
- As noted above - the client fields are not populated.

Here's the kicker, it doesn't have to display in the Layout, ideally it would be a widget and displayed on the dashboard, but I don't want to get too deep into that just yet as I would probably have to host the linked 'resources'?

My next experiment might involve setting up a web tab.

The purpose for adding these details is that the selected project data will get exported to be used in a manufacturing software to automate several processes in that workflow.

Any suggestions on how I can move forward?

Should I try the web tab option? Will the Web tab be able to pull data from the Accounts and Contact fields?