Monday, October 27, 2014

ZOHO CRM - View and Edit records in a spreadsheet format

Did you know that right inside of Zoho CRM, without having to export and reimport, you can view and edit module records in a spreadsheet format?

To open the "Sheet" view - click the module in the top navigation bar and then click the sheet icon on the right:


Note this will open only those records that are present in the view selected.

You can then Edit the data present and even add records.  No need to add an ID in the ID column when adding a record, one will automatically be assigned.  To save click the save icon in the far left corner of the sheet.



BE CAREFUL NOT TO MODIFY THE ID COLUMN - YOU MAY BREAK RELATIONSHIPS WITH OTHER RECORDS!

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