Suzanne Kirkland No Comments

You may have noticed by now an enticement to try the new record import user interface… don’t be afraid, try it!  They’ve fixed so many inconveniences with the old interface and added some great new features!  Here are just a few…

  • Easier to understand and use
  • sample data preview from file (in case you forget what the column heading meant ;o)
  • Dynamic feedback on number of columns mapped and unmapped
  • assign user by email address of Zoho CRM user id
  • existing value won’t be updated if the file contains a blank value
  • dynamically choose date and number formats for each field

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