1. Installing the extension. After downloading or marketplace install you need to agree to the terms & conditions and data access. Then click CONTINUE 2. Next screen select INSTALL FOR ALL USERS 3. You should be redirected over to the settings area. ...
How to sync custom module with CompanyCam from Zoho CRM: How to Transfer Custom Module Records from Zoho CRM to CompanyCam, Prevent Deal Records from Syncing to CompanyCam, and GeoCoordinate Synchronization Between Zoho CRM and CompanyCam Function ...
1. Have to avoid using " " in descriptions or any other fields in any records in the CRM. It will break the sync. 2. IMPORTANT when creating custom modules: Country field must be formatted to 2 digits: CA. or US