Fetching a record from Creator into CRM related List
Hi,
I have created an app in Creator to store information about sessions (I teach) with my contacts.
I wanted to link this with my CRM so I created a CRM form field in Creator to be able to look up my contacts name from zoho crm.
I then integrated in CRM. The problem is, the form field always displays the full contact name...and yet the related list mapping doesn't allow me to use the full name to fetch records.
I notice I can choose the contact ID to fetch records but I have no idea how to get that to display in the Creator field.
This seems like it should be such a simple thing to do - can someone help??
I have created an app in Creator to store information about sessions (I teach) with my contacts.
I wanted to link this with my CRM so I created a CRM form field in Creator to be able to look up my contacts name from zoho crm.
I then integrated in CRM. The problem is, the form field always displays the full contact name...and yet the related list mapping doesn't allow me to use the full name to fetch records.
I notice I can choose the contact ID to fetch records but I have no idea how to get that to display in the Creator field.
This seems like it should be such a simple thing to do - can someone help??