Here's the problem: I'm trying to have a unique ID for each Account
that I can match on for imports. The ID needs to be visible on the
display of the individual Account, and also needs to be visible on the
display of any associated Contacts.
I know
how to automatically copy a field from an Account to any associated
Contact. So my thinking was that I would use an auto-number field to
create unique IDs for each Account, display that unique ID on the
Contact, and then import Accounts matching on that unique ID.
However,
it appears that auto-number fields cannot be matched on when importing.
Is that correct? That seems like a real drag, since obviously these
fields are unique for each record.
If I
can't match on an auto-number field, then I can just use Zoho's record
ID for Accounts -- but I need for it to be visible in a field on the
Account record and any associated Contacts.
I
realize the record ID is in the URL of the Account, but a) I want to
point people to fields on the display, not copying out parts of the URL,
which is cut off on small screens anyway, and b) I want it to be
visible on associated Contact displays, not force people to click
through to the Account to get the Account's record ID from its URL.
I am agnostic as to whether I do this using a custom ID field or Zoho's ID field. Which one is the easier path?
Thanks.