Hello,

In our deals module, we have data which are also linked to Custom module which shows under the related list. Is there anyway we can create a view in the deals module using fields from the custom module?

The goal here is to update fields in every record in a faster way, instead of going an updating it every record. I know we can run a report linking the modules but we want to create a custom view which will allow the mass updation of fields thru export to Zoho sheet and which will allow for data to be saved back into CRM.

Thanks