My sales people are older and used to tracking everything from a spreadsheet. Quick and dirty. The president of the company is used to reviewing data in a spreadsheet format. From the Opportunities I created a custom system view which shows all the columns/fields we need to see which makes it look very spreadsheet like. They keep thinking something is wrong since they can't just click on a field in a row to change the data. Even the president of the company was aggravated with CRM. I had to explain to him that certain fields will bring you to the record you click on like if you click on the contact listed it brings you to the contact record. He did get it after discussing record/entity types.
I am instructing them to click on the Topic field to open the record then make the needed changes. I am hoping there is a way to make it so they can actually click on the field and change what they need or add on tool that can dynamically give the spreadsheet like view but push changes directly into the Opportunity records. I would prefer not to export to excel, have the make changes and then import the changes. I have found some duplicates even though Allow duplicates is not checked off.
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