Create Zoho Writer Merge Document with data from 2 modules
Is it possible to map fields from multiple modules and create a merge that I send for signing?
I'm creating a contract using Merge Fields. I'd like to include fields from my Opportunities module and also include my Companies module.
I can access and add all of the merge fields when creating my document, but can't map all of the fields.
The opportunity, company and contact are created by converting a Lead. They are all connected by lookup fields. I need to add the Billing Address fields from the company and the rest of the data from the opportunity to finalize the merged document.
Any help is appreciated.