P Sseries PBX integrate with Zoho CRM by Zoho CRM's API, After integrated successfully,PBX can query contacts from "Contacts"/"Leads"/"Accounts" in the Zoho CRM,The Zoho CRM matches the contacts by the fields provided by PBX when calling the API Inerface,For example,PBX call the API Interface below to look for the contact whose phone number is 01753XXX555 in Zoho CRM's "Accounts"
Sometimes you will find the contact exist in the Zoho CRM,But PBX failed to retrieve it,If this is the case,then please read the guide below.
1.Make sure all the needed fileds has been created in Zoho CRM
Find the "Settings" on the right upper corner
Customization -> Modules and Fields
Leads/Accounts/Contacts -> Fields
Create and Edit Fields
Check if all the required fileds are there,If not then check If you have removed them or not,Generally you can find them in the "Unused fields"
Accounts: Phone Fax
Leads: Phone Mobile Fax
Contacts: Phone Home_Phone Other_Phone Mobile Asst_Phone Fax
2.Make sure the fields permisson has been assigned as "Read and Write"
The first three steps are the same as previous guide(Settings ->Customization -> Modules and Fields -> Leads/Accounts/Contacts -> Fields
Fields -> Fields Permissions -> Standard (must select Standard!!!)