New Feature - Settings Page & GeoCoordinate Sync

• Related Articles

• New Version: How to install and start using your CompanyCam and Zoho CRM extension

  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. ...

• Custom Module and Custom View Sync with CompanyCam

  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 ...

• CompanyCam - How to create your API access token

  Setup Add an access token To create an access token, please visit: app.companycam.com/access_tokens Click on the New Token button Click on Create Token A new row appeared inside the table, now you can copy the token and paste it into the settings

• Known Issues

  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 3. Have to avoid using "-" in names in ...

• Desktop: How to use our CompanyCam and Zoho CRM extension