ALL of my contact records have vanished! They disappeared yesterday (8/8/2024) afternoon and have not appeared?

Anyone have past experience with or currently using Zoho CRM?

📆 Join us for a value call TODAY at 11 AM PST. This value call will be focused on networking with others in this group. To prepare for this call, go comment on the most recent "Start Here" post and answer the questions to jump start our conversation. If you're new here and wondering "What is a value call?"👉 On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. To join the call, please use this link. If you plan to attend, drop a "March" GIF in the comments below ⬇️ We look forward to seeing you there!

I'm wondering if this is something that advisors would want, or if they'd prefer to keep that information in their billing/portfolio management tool.

Some follow-ups from our Value Call: @Tim Mrock , do you mind sharing your developer's name here again? @Audrey Davis also does custom development work: LinkedIn @Tim Mrock @Brian Quaranta if you want to talk about starting a Skool group, I'd love to! Anyone else use or heard of FireLight, and know if it integrates with any AdvisorTech like Quik! forms, LaserApp, PreciseFP, etc. Also mentioned: Airtable Commit Action My Chronotype I'll look into OCR options for paper forms that prospects have filled out. Offboarding lower tier clients: Kitces & Carl Ep 82: Balancing The Desire To Serve With The Demands Of Growth (kitces.com) https://youtu.be/o8XBWKr_J58 The call recording will be posted here next week. Thanks to all who attended and participated!