Hi all,

 

My problem is that I am working on ZOHO CRM and I would like to merge in a document informations from the Accounts, Opportunities and Invoces tables (ZOHO CRM invoice and not ZOHO Invoice application). In fact the problem is rather staight but can not find the solution. In other word I would like to be able to create a document (MS word or Witter)  with some fields from the opportunity, some fields (adress...etc) from the account table and the invoice id + the amount from the invoice table.

 

Any idea or suggestion ?

 

Best regards

Youcef