I am new to Zoho Creator and have searched the help, support, this forum, and the web for a solution.
I am having a problem getting the Zoho CRM field to work.
I upgraded my CRM account to Enterprise to get the Creator integration and am paying for the Standard version of Creator to get CRM sync. (I'm still not sure if I needed to upgrade from CRM Proffessional to Enterprise to get Creator to pull data from CRM. But, because I'm having this issue, I upgraded to see if it would solve the problem.) So as I understand it, my CRM and Creator are supposed to now be getting along.
To keep things simple, I create a new application. I create a new form in that app. I add a Zoho CRM field to the form, select the CRM module to associate it with (Potentials), name the field in the form, save it, and click "Access this application." I then click on the module icon next to the field in my new form. It opens the popup window to that module in my CRM. I click on a hyperlink to associate a potential, and nothing happens.
In the sample videos and in the instructions, clicking on the potential's hyperlink selects that potential and places it in the field in the form.
What am I doing wrong??
Any help is greatly appreciated.
Thank You,
Nate