Adding Zoho Sheet View Components to Your Zoho CRM Homepage
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- เผยแพร่เมื่อ 5 ก.ค. 2023
- In this tutorial, we demonstrate how to add a Zoho Sheet view to your CRM homepage. Learn how to customize your homepage, add the widget, and seamlessly display the desired spreadsheet for improved accessibility and productivity.
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Here's an update on the issue with automatically editing the cells when you open the home page.
While recording the video I had a couple of settings outside of the publish settings incorrect. I was testing something else on the same sheet and it messed up this part of it. Normally, as long as you have the checkbox to "Allow Interaction" unchecked, you should be fine. If you only need one view and not multiple sheets in the same workbook, then publishing a range works really well.
Hi Landon. Thank you for the video. If you edit / change the data in a cell on the sheet view, does the change in the sheet view change the same data in the CRM?
Hi Living At The Jersey Shore, We discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our team's response.
🎬 - th-cam.com/video/umiWyQ1IgcY/w-d-xo.html#t=17m54s