Zoho CRM and 3CX V20

[admin@adamequipment]

I am preparing to upgrade our 3CX to V20 this weekend, as previous notifications here, have told me this upgrade required to fix problem with Bridged calls causing issues with logging incorrect calls in CRM.. Are there any specific problems that the team are aware of with 3CX and Zoho CRM integration, post upgrade.
Split DNS in place, Sufficient Processors, Sufficient Memory, VMWare backups of 3CX VM daily, so could restore to previous day, also have 3CX backup daily. so could do fresh install and restore settings, Any other thoughts or warnings or Gotcha's here? Or should I hold off a while?

 

[Evolute IT]

The CRM integration wasn't touched in v20 as far as we know. We tested most of the integrations and they all work as expected still.

 

[edossantos]

There are no breaking changes regarding CRM integrations, but please note that v20 is not production ready yet. It's a release candidate as today, so if this is a production installation, you should wait until this is officially released, just a few more days.

 

[admin@adamequipment]

I will wait until full release aborted upgrade plan for this weekend. thanks for the update.

 

[admin@adamequipment]

Is 3CX V20 full production release now available, or is it still RC that is showing in my Updates.

 

[Evolute IT]

Is 3CX V20 full production release now available, or is it still RC that is showing in my Updates.

Still RC. The text in Updates isn't specific about it unfortunately.

RC3 should be coming soon.

 

[admin@adamequipment]

It is a pain, getting so many false calls listed against Zoho CRM customers when user calling across Bridge, I was told this is fixed in V20 but cannot move to non production system. So maybe March for full Production release then? or is RC3 a Production version? sounds like not, because it by definition is Release Candidate.

 

[VoIPTools]

By definition, RC3 will be a release candidate, not a production release. Be aware that some key features (Example: Hot Desking) will not be available in the initial production release. You will need to test V20, prior to putting it into production, to ensure all the existing V18 features you are using made it into the first release of V20. Some existing V18 features will become available in SP1 or perhaps even SP2. That's the most recent information I have seen anyway.

 

[admin@adamequipment]

Fortunately I do not have Hot Desking configured on our 3CX. But testing V20 is not going to be easy.
I am running this 3CX V18 instance on VMWare Internally, with Sonicwall configured for all required ports and have internal and external DNS setup. Next issue would be getting all our users reconnected, after upgrade originally the Zoho integration was setup using the Desktop App, so guess I will have to gradually move users over to the PWA instead now that the Desktop App is no longer going to be updated. I have all the other requirements in place, Processor, Memory, so just hope the upgrade works flawlessly for me, when we get to it. Other that the calls over Bridges, everything is running perfectly on V18

 

[VoIPTools]

As I said, hot desking is just one feature that will be released later. You need to confirm all the features you rely on are going to be available in the initial release. See: https://www.3cx.com/blog/releases/v20-roadmap/

 

[PetrosGR]

Hello, after latest update it seems that zoho journal not working anymore. Version 20.0 Update 0 (Build 1609 Beta)

Exception executing contact lookup for number '694XXXXXXX': Integration.Crm.Engine.TooManyRequestsException: Exception of type 'Integration.Crm.Engine.TooManyRequestsException' was thrown.

 

[edossantos]

Exception executing contact lookup for number '694XXXXXXX': Integration.Crm.Engine.TooManyRequestsException: Exception of type 'Integration.Crm.Engine.TooManyRequestsException' was thrown.

This happens when your Zoho instance is receiving too many API requests. This could happen for many reasons. Maybe too many calls or chats being logged, too many contact searches, etc. You will need to check the 3cxSystemService.log in verbose mode to understand what causes it.

 

[admin@adamequipment]

Are we yet able to install a final release, or are we still on RC4, I keep looking, and yesterday the latest was https://www.3cx.com/blog/releases/v20-final/
So is this the production final release?
Little concerning regarding the all-new native Windows Softphone, but to my understanding, this will not have full integration with Zoho and we would have to use the PWA to continue to have proper integration with Zoho CRM which is working now in V18 we will have to migrate all users from Desktop App (Also know as Electron) to PWA. Confirmation of these statements would be useful.

 

[Evolute IT]

RC4 is thensame build as final.

And yes, the Windows softphone is just a softphone. It, unfortunately, doesn't do the CRM integration popup. The PWA/Webclient takes care of that.

 

[admin@adamequipment]

Any news yet on when Reports will be available with possibly v20 update 1, still on hold, with upgrade, waiting for this as reports, which are a required item.