Zoho CRM Picklist Management

Picklist Managment

  • Export all picklists and their dropdown values.
    • Used for new dropdown field to bulk edit
      • just copy and paste all existing dropdown field values
    • All in one place for easier searching and documentation.
  • Keep Picklists in Sync across modules
    • Report that shows only different dropdown field values across modules.
    • By only showing differences it focuses you on what matters
  • Remove Unused Dropdown Values
    • Report
      • shows number of times used in module for each dropdown value
      • shows dropdown values that are not in dropdown but in module
      • Report Layout
        • Module, API Field Name, Field Value, In Dropdown, Layout, Count
  • Will include an example soon

 

 

 

 
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