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Zoho CRM Leads, mass update fields using Zoho Sheet



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Add Date: 06/02/2014
If we want to copy Zoho CRM Lead's "Description" field value to another custom field, for example: Lead Notes (TextArea field type), by using Zoho Sheet View which is located on the right top of Leads list view.
If we want to copy Zoho CRM Lead's "Description" field value to another custom field, for example: Lead Notes (TextArea field type), by using Zoho Sheet View which is located on the right top of Leads list view, we need make sure some fields have the value, for example: last name and first name. otherwise it won't do the mass update by clicking the "Save" icon in the Zoho Sheet View.

Also if a custom field is a Required Field but the value is empty, and that record won't be updated.



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