CRM Workflow, Function Template MetaData Report

Turn CRM meta-data into .json and .csv files

  • This includes
    • Workflows
    • Tasks
    • Field Updates
    • Functions
    • Templates
  • Benefits
    • Quickly find where fields are used
    • More complete backup (this information is not in a Zoho backup)
    • Debugging to find which template an email came from
    • Version control
    • Faster way to find fields trigger and multiple conditions within Workflows
    • Documenting a system
  •  Examples coming soon for  
    • How it works
    • Reports 

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