Hello,
I'm looking for a description of fields available in Zoho and what their intended purpose are. Obviously, most are self-explanatory but others are more ambiguous and I want to make sure we don't start out making simple errors which are never simple to fix.
Case in point, I want to import 5 years worth of clients from our accounting software. Some of these are old, one time deals so they don't really need to be clogging up the new system. I would like to import the 1000+ accounts as in-active accounts and then convert them to active as we do further business with them. The only existing field I see that might serve this purpose is called "Rating". What is this Rating category intended for? Is there a better solution for this?
Thanks