Hello,

In Zoho CRM we are using a custom field to specify a customer "Account Type" with 3 options :

- Active

- Not active

- Prospect

We are using Creator Application to make reports on a specific Account that is selected by a lookup field.

When an Account is selected in Creator we would like to have a field just below that (also in Creator) that shows the actual "Account Type" from that account in the CRM. It should be possible to click this field in Creator to change it to another option it if needed (from the 3 options from above). Then, if that "Account Type" field is changed in the Creator and the report is saved, we want the "Account Type" field in Zoho CRM to be automatically changed as well to the same option as the new one from the report in Creator.

How can we do that please ?

Thanks a lot