I'm a total Zoho CRM beginner, I'm currently in my trial period trying to figure out if Zoho CRM will do some of the things I want it to do.
One of those things is displaying a custom module (TradingAccounts) related to Accounts on the Contact screen for all contacts who are part of an Account who has TradingAccounts.
All of our customers are Farmers who trade commodities (TradingAccounts) with us. So if I have 3 contacts all at the same account (Farm) and that account has 5 different trading accounts, I want to display each of the 5 different trading accounts on the 3 contact screens. I know we could go from the contact to the account screen and then see the trading account info there, but I'm trying to see if the shortcut of displaying the trading accounts right on contact screen is possible.
Thanks.