Tuesday, December 1, 2015

ZOHO CRM - Use "Sheets" for faster editing

Sometimes we want to do some quick edits to a bunch of records.  A great tool to use to do that is Zoho Sheets.  Sheets will open a Zoho CRM View into a spreadsheet.  Here's how...

  1. Set up a view that has all the columns you will want to edit.
  2. Click the magic "Sheets" button (upper right section of gray title bar):
  3. Type in your changes in the resulting spread sheet cells then click the save icon (upper left) to save your changes.
  4. Close the spreadsheet
  5. Refresh your CRM view to see the changes!


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