Articles for the ‘CRM Connect’ Category

CRM Connect FAQ and Known Issues
Last modified: Jan 27, 2017

General Where can I customize the reports uploaded to my quotations? To customize the reports generated, click the Options button next to the Upload PDF Reports checkbox in the component tab, or you can proceed to the Print Dialog and change the report settings.   Where does CRM Connect get its quote numbers from? CRM ...

Setting up Your Salesforce CRM
Last modified: Jan 27, 2017

Compatibility with Salesforce Editions Salesforce support of CRM Connect requires the usage of a Salesforce API. To use the Salesforce API, your organization must be on one of the following editions: Enterprise Edition Unlimited Edition Developer Edition Performance Edition Note that this feature is enabled by default on these supported versions. On unsupported versions, the ...

Setting up Your Zoho CRM
Last modified: Jun 21, 2016

Giving Users API Access Edit an existing profile used by user Login to the Zoho CRM web portal and click on the Setup option in the top right corner. Go to the Users & Permissions category and select Users. Take note of the user’s profile which is displayed next to their position, under the user ...

Getting Started with CRM Connect (BETA)
Last modified: Jan 26, 2017

   This Extension loads the latest project information from the CRM system, which may replace your existing values in the CET Designer Project Information dialog. The object mapping configuration varies for each CRM system. Note for Salesforce users: You will need to register the CRM Connect Extension as an application in your CRM system to ...

About CRM Connect (BETA)
Last modified: Jun 21, 2016

This Extension allows you to interact with your organization’s CRM system from within CET Designer. Features of this Extension include loading latest project information from the CRM system, populating product databases in the CRM system, synchronizing opportunities with product line items, automatically generating quotation numbers, as well as uploading reports generated in CET Designer to ...