Hi all

I have just started playing around with SugarCRM, here is what i need to be able to do but can't work out how to...

We are a leasing company and as such have customers, supplying dealers and funders. So fore each "deal" we need to produce documentation showing the customers details, the suppliers details and the funders details.

I'm sure there is a way to do this, i.e. on a account form a field to select the particular supplier and funder for that customer, and taking these fields and outputting to Word or Excel via SugarNetwork.

Can anyone help? I just can't seem to be able to get my head round how to do it with SugarCRM.

Thanks

Kev