Zoho Form field to show filtered list of Zoho CRM Accounts?
I would like a form field to show a filtered list of Accounts in Zoho CRM for the user to select from, similar to the lookup filter functionality in the CRM (see screenshot). Is it possible to do this in Zoho Forms? If so, how? I have not been able to achieve this.
Adding the "Zoho CRM" field in Zoho Forms only allows me to specify up to the CRM Module field level and not being able to enter criteria to prune the list of Accounts.
The filtered list of Accounts in the CRM viewAccess your files securely from anywhere
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