Intégration CRM dans Creator
Bonjour,
Nous avons dans notre CRM un onglet "Code client" et un onglet personnaliser "Projet client".
Un "code client" peut ressembler à ceci : BORMAX (3 premières lettres du nom et 3 premières lettres du prénom).
Un "projet client" sera donc le code client + un préfix selon le type de projet, par exemple une cuisine : BORMAX-C.
Le "Projet client" est bien relié au "Code client".
Maintenant, dans Creator, j'ai créé une application avec des formulaires, dont un que j'aimerai lier au "Projet client". J'aimerai pouvoir avoir une liste déroulante avec tous les projets client présent dans le CRM, ou faire une recherche.
Une fois le formulaire soumis, j'aimerai que dans le CRM, onglet "Projet client", je puisse voir la liste complète de toutes les entrées faites sur ce projet client sélectionné dans la liste.
Aujourd'hui, j'en suis que le module d'intégration dans Creator me permet de lier mon CRM mais j'ai l'impression que c'est uniquement sur l'onglet principal qui "Code client".
Auriez-vous une idée de comment je réussir tout ça ?
De plus, chaque fois que je tente une nouvelle connexion pour tester les différentes options, cela m'ajoute une source de données, mais je ne trouve pas comment les supprimer :
Merci pour votre aide !
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