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 ...
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. 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. ...
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
Click the extension link we sent you Install for all users Once the extension is finished installing, navigate over to your modules. Search for RC Account Manager Click Add New Account Connect RingCentral Account Click edit, select your correct phone ...
1. If the incoming message in the widget does not appear, it is due to the MOBILE field not being set up in the settings. Watch it here: https://www.loom.com/share/5b3301cf5ab44331ba15e7b4f5c14aed 2. In RC Account Manager module: super admin must be ...
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