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?