Hi to all,
I am having issues using Excel templates in CRM;
Is there a way to have different column names than they are named in CRM?
Let´s say: The name of the CRM column is "Estimated Revenue (Base)", which is quity bulky and ugly.
When I use this as template, it works to download data, but if I change a single letter in the template´s column name, CRM does not recognize it anymore and leaves all the column empty.
As I frequently have to sum sum up these data in excel, it is a bit tiring to change all the names afterwards.
I hope there is an easy workaround,
best regards,
massex
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