Hi,
I'm hoping someone can help me solve a problem I am struggling with.
We have three different modules that all link together in our CRM. They are as follows:
Products
- where we store details of all the different products we provide
Accounts
- where we store details relating to our customers/accounts
Agreements
(custom module) - where we store information relating to our customer agreements and renewals
The accounts module is our main, central node, that connects with the modules listed above and a few other modules as well. For this reason, I am trying to ensure each account record provides a clear overview of what is going on with that particular account.
Now, my problem is this:
When filling in the Agreements record, we list the products that a particular customer uses via a lookup field that links to the Products Module; however, we need a list of the products selected in the Agreements module to also be displayed in the related list on the Accounts page. Or, alternatively, a way to display this information on the Accounts record (perhaps a pre-filled field) but make it uneditable?
This way, any Zoho user can look at the Account page to see which products a customer uses.
Can anyone help me to figure out a way to do this? Or, offer me an alternative suggestion?
Thank you in advance!
Emma