Monday, October 27, 2014

ZOHO CRM - Replacing Picklist values in records

Sometimes we find we want to edit a pick list value, but are deterred thinking how painful it would be to go back and change the value in all of our existing records, or have records out of sync.  Well here's the easy way to do it...

I have the pick list field "Account Type" in my Account Module and I want to change Hosp.  to Hospital...
  • Set-up->Customization->Fields
  • Choose Accounts in the modules drop down
  • Click the Replace link to the left of the Account Type field
  • Choose the old value you want to replace from the drop down
  • Type in the new value in the text box provided
  • Click Replace
  • Now you've quickly and easily updated the pick list value and the value in all the records that had Account Type = Hosp.

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