Importing Client Users into Zoho Project from Zoho CRM

We are Zoho One customers, and are just starting our journey to begin using Zoho Projects alongside a suite of other Zoho Apps.

We will use Projects for all of our solution deployments, and have used Zoho Flow to automate the creation of a project when a deal is Won in CRM. We then want to add client users (all of whom are set up as Contacts in our CRM) to the project to invite collaboration. The best way that I have discovered to do this, is to Import From CRM, and once Client Users are added, add them to the relevant project.

However I have discovered an issue that means I cannot find the contacts I need from the CRM. Below is a description of the steps to recreate:

- Choose Setup -> Client Users -> Import from CRM

- A truncated list of CRM contacts appears. If I scroll to the bottom of the truncated list, the list is updated with further contacts (an understandable way to refresh a list - we have many thousands of contacts in our CRM)

- When I search for a user (e.g. by adding an account name), the search ONLY returns results from the contacts that have been loaded onto the page, NOT all the matching contacts from the CRM

- As a result, my search does not return the contacts that I want to add

Is there a fix for this issue? Or is there a better way for me to find CRM contacts to import as client users onto a Project?

Thanks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Damian Newland
Monica P

Sticky Posts
Project Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the