Add Mass Update for Text Area Fields 'Description' and how-to mass update using Zoho Sheet View
It's not possible to mass update the 'Description' field.
Please add mass update for text area fields. Thank you.
Most new imports don't use description, so we add a first verbose context to leads. As VCF uploads are easy and it's cumbersome to add a description field upfront manually to each of 500 records, I prefer to do this after import.
I dislike export, change an overwrite import, to much handling... although it works: https://help.zoho.com/portal/en/community/topic/mass-field-update#2266000003580149
I love Zoho 'spread' Sheet View which works great for such updates if you don't have thousands of records. In a way same as export and overwrite but solved SaaS side. Btw perfect for data cleansing jobs, where visual pattern detection speeds up...
Writer
Get Started. Write Away!
Please add mass update for text area fields. Thank you.
Most new imports don't use description, so we add a first verbose context to leads. As VCF uploads are easy and it's cumbersome to add a description field upfront manually to each of 500 records, I prefer to do this after import.
I dislike export, change an overwrite import, to much handling... although it works: https://help.zoho.com/portal/en/community/topic/mass-field-update#2266000003580149
I love Zoho 'spread' Sheet View which works great for such updates if you don't have thousands of records. In a way same as export and overwrite but solved SaaS side. Btw perfect for data cleansing jobs, where visual pattern detection speeds up...
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Carl Arkenziel
Roman Phillips
Pheranda Nongpiur
swati
Ishwarya SG
Sticky Posts
Announcing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records WithEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allEnhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. ThisEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensiveBlueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー