Hello,
We are currently using an application in Creator to create visit reports to Accounts.
These visit reports are linked and visible on a related list in the ZOHO CRM.
Anyway, we are thinking to stop using Creator and create a custome module in ZOHO CRM for visit reports. How is it possible to transfer all the 30.000 created visit reports in CREATOR to ZOHO CRM Custom Module please ? Without losing any info.
We don't have a lot of fields with info but these are important:
- Visit Date
- Visit report owner
- Account Name (look-up field)
- contact (look-up field)
- Type (Farming/Hunting options) (pick-down list)
- Visit Report Name (text field)
- comments (text field)