Hello,

I am trying to achieve the below and I am not sure what would be the best approach. Can you please advise?

I have created a new CRM custom module named "Investors". Some of the fields within this module are lookup fields called "Adviser" and "Adviser firm".

The way new entries are created in the "Investors" module is by using a webform. The webform should not contain the fields "Adviser" and "Adviser firm" but I really need them to be linked with information from other modules (e.g. the "Adviser" field with the "Contact name" under the Contacts module and "Adviser firm" field with the "Account name" under the Accounts module.

What would be the best solution to achieve this given the fact that I am not a developer and I have little to no knowledge about Deluge functions.

Thank you in advance,

Catalina