I love Zoho CRM, but one thing that bothers me endlessly is the fact that you can't export a view.
What you'd expect from a modern CRM is that you can:
- Go to a module
- Select a certain view
- Enter some additional filters
- And then click on a button 'Export to ... > Excel' which exports the records found.
I've
encountered this need literally weekly. How we now have to solve it is
through Zoho Analytics, but this is not convenient at all. First of all
because in Analytics the related Contacts, Accounts, etc. are displayed
as ID's (which makes sense for Analytics, but not when you want to
export something fast from the CRM).
This
means that the whole team, when they need an export of some sort, has to
contact our internal IT support to do the exports for them.
Please,
please fix this. Business users NEED easy exporting options for the
results of a filtered view, regardless of the number of results, since
apart from a decent ERP/CRM spreadsheets are still used very often for
quick calculations, imports, etc.