Small Zoho Project -

I want to take address and contact information from 2 custom modules and import the data into specific address and contact fields when I select a record in the invoice via a look up field. I already created these modules and the custom fields. I need help connect the data to each field in the invoice and depending on the record called from the look up field.

I uploaded photos and numbered them. I will refer to each number as I write a more detailed explanation.

I would like the address and contact data from modules “depository” and “custodians” to be populate specific line files in the invoice. I already created all the fields I am just not able to figure out how to get the address and contact data to populate. I would like the data to pullulate the exact same way zoho default address fields work.

“WARNING” do you alter the default address fields or tamper with those normal fields that are connected to the accounts and contacts. Those are being utilized by different sales pipelines and services. We are looking to add the same function to different named fields.

Image “3.” Shows which fields I am referring to and it shows that i am in the “IRA Process” layout in the invoice. I point with arrows to show their respective locations when I select any name in their respective look up field it should populate the correct data and records associated to that "custodian” or “depository”.

Image “1.” Shows the “custodian” module that I created. We will have multiple entries and I will need to select any of these records via a look up field.

Image “2.” Shows the “depository” module that I created. We will have multiple entries and I will need to select any of these records via a look up field.

Image “4.” Just shows the 2 modules I want to draw information from.

Image “5.” Shows a list of templates for invoice documents/prints. I outlined the 2 templates we will need to update the fields so my sales reps can print the invoices and make packing slips according to the invoice data.

Image “6.” Shows the invoice template “IRA Agreement” and I outlined the information that will need updates so the proper data will be populated when these documents are sent to docusign or printed.

Image “7.” Shows the invoice template “IRA Packing Slip” and I outlined the information that will need updates so the proper data will be populated when these documents are sent to docusign or printed.