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.
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 ...
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 ...
This report lists quotes in CRM that are not at the order status, but an invoice was processed in Sage. Please review these quotes and invoices to see if the quote needs updated in CRM to "Order bypassed by CRM". 1. Access the quote via the provided ...
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 ...
All Contacts & Prospects must have the Territory Name field populated in CRM. Sometimes this field is missed due to some automated process. If you have been assigned to populate some Territory Name fields in CRM, please follow the steps below: 1. Via ...