two lots of data to import
Hi we currently have one set of data in creator (customers equipment) linked back to our zoho crm via contacts name.
We would like to import a set of data into a second form (service calls). these are currently in zoho crm and are also linked to contacts name.
the aim is to be able to print service sheets in creator for customers showing the site engineer the equipment and previous service calls for that customer.
I am at a loss on the best way to create the link between customers equipment and service calls and cannot see the best method to do this.
Ideas would be appreciated.