First, Follow-up and Next-action (tasks, events) activities can now be pulled into Google Sheets, similarly to how you pull in Opportunity reports.
Second, we’ve added a new (super powerful) feature called “Preserve Custom Columns”.
By creating and preserving your own custom columns, you can use Google Sheets as a secondary linked database to store data that relates back to specific records in Solve CRM. The data you’ll add to Sheets automatically links to the corresponding records in Solve removing the need for cross-referencing.
10 September 2014, 6:00 am