Hi all,
I just ran a report of all the Contacts I'd like to send Christmas Cards to based upon specific criteria. The fields my report produced include the basic info out of a contact record (first name, last name, address, etc). Obviously not all the Contacts fields. I then exported this to Excel.
I have noticed in about 50 of these that we do not have the fields correct. For example, someone (not me, of course) has put first & last name together in the last name field.
I want to go through and correct this in Excel. Can I then import / update this back into Zoho CRM where it will only change the required name fields and keep everything the same in Zoho?
Regards
Richard.