Hi,
Couldn't find anything on this so here is my problem. I have been using Zoho CRM for years now and I have hundreds of accounts setup with a lot of data stored in fields within the Accounts module.
We are looking at rolling this out across the company but it may require us reducing the amount of data we are storing under the Accounts module and storing it under the Potentials module instead.
Is there any way of moving data AND data fields across modules without losing the data, either by a migration technique / export or import routines?
Can it be done at the backend?
I look forward to your response
Kind regards,
Marc