Template with info from two different contacts
Dear all,
is it possible to create an invoice template where we get info (like names and addresses) from two different contact names from Zoho CRM?
This is useful in case we want to add to the invoice information from the end-user (customer) and the distributor contacts (re-seller).
Another example is to add info from a contact of one account (end-user) and invoice another contact from the same account (purchasing department).
I assume that the two cases above are very common, so there should be a solution for this?
We know we can use "ship to" and "bill to" fields, but these fields will be taken from the same contact.
thank you for your help!
Umberto
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