Zoho Admin Issue Report Instructions
The IT Department has several reports that deliver to departments when system records have issues. If you have been assigned one of these reports, locate and click the file name below for instructions.
- Blank Region, Territory and/or Region in Sage
- Contact & Prospects Owners in Zoho CRM
- Contact & Prospect Territory Name Field in Zoho CRM
- Ticket Issues in Zoho Desk
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Zoho Admin Issue Report: Ticket Issues in Zoho Desk
Issues with reporting can occur if a Desk ticket is created without a proper Ticket Type assigned. If you have been assigned Desk Ticket Types to correct, please follow the steps below: 1. Via the report you received, access the Ticket record by ...
Zoho Admin Issue Report: Update Sage Contact
If a consultant updates a Contact in CRM, those changes need to be reflected in Sage. If you are assigned a Contact to update, please do the following: 1. Click on the link in the email alert to open the Contact in Zoho CRM. 2. Open the customer in ...
Zoho Admin Issue Report: Owner Issues in CRM
Sometimes internal users neglect to change the default Prospect or Contact Owner from themselves to the proper LE Consultant in CRM. If you have been assigned correct Contact or Prospect records in CRM, please follow the steps below: 1. Via the ...
Zoho Admin Issue Report: Blank Region, Territory, and/or Rep in Sage
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Zoho Admin Issue Report: Populating the Territory Name Field in CRM
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