export and import function to change specific items in PO, SO, INV, Bills, etc.
I would like to be able to export to an excel file, make changes to specific items and import back again without affecting existing entries. Or if not Excel, maybe to a list within Zoho that when saved would reflect a new entry. For example; changing or adding to an invoice number. Or in sales a change of sales assignment. It would be so much quicker than opening each individual PO, SO, INV, Bill etc.
Gary Parrott shared this idea