Integration between Inventory and CRM won't give an accurate report
I am currently working with Zoho Support but I am finding the process to be a bit slow considering I need this to run as smoothly as possible. I am hoping someone here has an idea.
My original problem was a 5 day gap of PO's in the report through CRM. I could pull them up through CRM and see them in the list of purchase orders, but any time I went to pull a PO status report, they just weren't there. Worked with tech support for an hour, they couldn't figure it out either. Flash forward to yesterday, they finally give me a hopeful answer. Disable the intergration and then redo it. Now, even though my settings are identical to what they were before, I can't pull ANY information from the CRM at all. I now have to toggle between the two programs which is cumbersome and I am not able to report the way I need.
In addition, previously I wasn't able to close a PO in CRM. I would receive the goods in inventory and the PO closes there but it never closed in CRM, thus, still giving me inaccurate reports.
Does anyone have advice/experience with these issues? I am hoping not to wait 3-4 days between Zoho giving me something else to try.
Thanks.
Topic Participants
Cathy Maloney
Ashwinth Shekar
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