If I import records in bulk, will those imported records be seen in the Canvas View automatically?
Yes. Once you publish a Canvas Page for a module and assign it to a desired profile, the users in the profile will start viewing all their records in that Canvas View.
This Canvas view will be applicable to all records of the module regardless of how the records have been generated — whether import, webform, APIs or manual creation.
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Can I move deals to a particular pipeline and assign a stage during data migration or import?
Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...
Whom are the imported records assigned to?
The imported records are assigned to users based on the import option that you select. Import my Records – If you import records using this feature, all the records will be assigned to you. Import my Organization's records – If you import records ...
What does the Unaccounted column in the Kanban view mean?
The records that don't have a value in the picklist field that is selected to categorize the Kanban view will be listed in the Unaccounted column. This can also happen if the picklist value for a record is changed to "None". For example: If the value ...
Customizing List View Using Canvas
In Zoho CRM, you can create and swap the record views between List View and Kanban View as and when required. But, these views may not be enough when you want to add a record image or arrange the fields in a different order or insert a background ...
How can I delete the records that I imported recently?
The Undo This Import option permanently deletes the data that you import into your CRM account. This option comes in handy when the data is not imported properly. To delete the imported records: Go to Setup > Data Administration > Import > Import ...