What does the Zoho Sheet View option do?
The Zoho Sheet View option lists records of a module in Zoho Sheet. Using this sheet view, you can view all the records and update them. You can make necessary changes to the records and save the sheet. On saving, the records are updated in your CRM account. You can even add new records in the sheet and these records will be updated in CRM.Notes:- The record ID column is very important, so you should not change or remove it for data consistency.
- Ensure that all the mandatory columns have values.
- Records will be updated/added only after you save the sheet.
- Value in a cell will get saved only when you move the focus out of that cell.
- You can have a maximum of only 999 rows.
- You cannot delete records using Zoho Sheet.
- Zoho Sheet view is not supported for Activities, Forecasts and other inventory modules.
- New Columns added will not be reflected in Zoho CRM. Since column headers are fields' names in the module, they will have to be added to the module layout.