Grandstream Networks UCM6510, User Manual

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UCM6510 IP PBX User Manual
Version 1.0.20.31
1.
Select “ZohoCRM (v2 API)” from the CRM System Dropdown in order to use ZohoCRM.
Note: Zoho CRM (legacy v1 API) will no longer be supported after 2019. Please use Zoho CRM
(v2 API).
Table 129: ZohoCRM Settings
CRM System Select CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM (legacy v1 API),
ZohoCRM (v2 API), Salesforce or ACT! CRM.
CRM Server Address Select Zoho CRM URL from the list. Available options are:

https://www.zohoapis.com

https://www.zohoapis.com.cn

https://www.zohoapis.eu
Add Unknown Number Add the new number to this module if it cannot be found in the
selected module.
Contact Lookups
Select from the “
Available
” list of lookups and press
to
select where the UCM can perform the lookups on the CRM tables,
Leads, Accounts, and Contacts.
Once settings on admin access are configured:
2. Click on and .
3. Logout from admin access.
4.
Login to the UCM as user and navigate under “User Portal 
Value-added Feature

CRM User
Settings”.
Click on “
Enable CRM
” and enter the username/password associated with the CRM account then click on
and
. The status will change from “Logged Out” to “Logged In”. User can start then
using ZohoCRM features.