With forms for Intagrated Zoho CRM Account, how add functionalities?
Hi,
We would like to change the text field for the parent account to search and select an existing account.
At some point, when we use the Accounts Report to edit, we would also like to be able to navigate to parent child accounts. Maybe add kinda cards for child acocunts into the parent account edit page.
Any idea how to easily achieve this?
Thanks in advance for your help.