I have many spreadsheets in Excel which help analyze Real Estate data. This involves comparing at least four properties with easily sourced data with about 30 standard fields per property. This would be IDEAL for mapping the data to selected fields and letting the Excel functions work. Manual entry is agonizing when Zoho clearly SHOULD be able to handle this, but not without great difficulty. I didn't buy Zoho One to become an expert coder and I'd rather not start into Creator. I simply don't have time to learn something so oblique to my business goals. I just want the values for "Name of Property" in CRM to feed to the "Name of Property" field in Sheets, "Value of Property" in CRM to be "Value of Property" in Sheets and so on. Currently, my Excel file is formatted with multiple pages with many different internal functions to help evaluate investment opportunities. Since these fields and functions are not in a table, dumping CSV data into the sheet would also require mapping of some kind. If I have to mimic the functions of Excel (Sheets) elsewhere in the CRM or Zoho universe, please point me in the right direction. Do I create a custom Evaluation module in CRM? Should I build it into the Deals module with the properties? It's so frustrating to feel so close, but have no idea how to proceed without logging months of trial and error. Copy-and-paste is a HUGE waste of time when I'm doing it HUNDREDS of times for a single evaluation. Avoiding just that was one reason for my plunge into Zoho in the first place.
Basically, I would like the functionality of fillable forms in Writer, but in Sheets. I know this is not presently available, but I would have great use for such a feature. I also see value in keeping it all inside the CRM. Which direction would be most likely to provide a solution? What are other people doing to evaluate CRM data like this?