Hey everyone,
In my old CRM I had address info for my contacts saved with them as well as their parent account. When I migrated to Zoho, I completely forgot to map the contact address fields, and instead only mapped what account they belong to. So I have their address info, it's just linked to accounts. In Dynamics CRM I could create an advanced find view that would show Contacts, and then would have columns for contact first name, last name etc, but then because accounts were "related" I could show columns for account street 1, account city etc. Exporting to excel I could just copy and paste to contacts and reimport.
Is there a way to do something similar in Zoho to fix this? Tried to do a report in Zoho for this but it doesn't let me do Zoho Sheets to edit the data and put it back in so not sure what else to do. Is there any other options? Is there any way to export a report to sheet view to mass edit then put back?