Help with CRM integration
Hi, i just started using zoho creator because i need to creat a new application for insurance policies. The objective is that using Zoho CRM when i see a contact information to be able to see the insurance policies he has with the pdf and the image of the car or house insured.
I created the aplication using Zoho Creator in wich yo can add the following information:
1.- Image (upload image flied)
2.- Document (upload pdf field)
3.- Policy number
4.- Premium
5.- Related to: (contact in Zoho CRM)
After doing that i went to Zoho CRM to add a related list that could allow me to add a new policy with the information above directly form any contact or to see the different policies a contact has.
The problem is that when i create an example policy and relate it to a specific contact, i cant find any record in the Contact when i am in Zoho CRM
I would aprecciate any help for solving this issue.
Thank you very much