サブフォームを他のタブで参照できないのをなんとかできますか？

私はコワーキングスペースを経営しており、顧客管理をzohoを使っています。

質問したいのは、どのように人に対するプランを紐付けすれば良いか、です。

朝プラン、昼プラン、夜プラン、深夜プラン、土日祝プラン、他にもオプションがいくつか用意しており、

顧客は「夜と土日祝」など、複数のプランを選択されます。

いくつ選択されるかわからないので、商談タブの中でサブフォームを使って管理するのがいいとは思うのですが、

①連絡先タブで顧客一覧を見る時に、どのプランに入られているか、詳細を表示させたい（レポート機能を使わずに可能かどうか）

②例えば「朝プランと昼プラン」に入っていたとしたら、連絡先タブの中で、「朝昼」というデータを持ちたい。

というのも、入退室システムを別で持っており、1人に対して1つのプランしか保有できない仕様なのです。

皆様のお知恵貸していただけると幸いです。

よろしくお願いします。

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