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  1. edossantos

    Integrating with Dynamics 365 Sales & Field Service

    This is something that you might be able to do with a CFD app. I'm not sure if this "Dynamics 365 Sales & Field Service" is the same that we support. The integration works with Dynamics CRM. Give it a try by following this guide: https://www.3cx.com/docs/dynamics-crm-integration/ This is part...
  2. edossantos

    Set change status extension by a input code from the phone of other extenxion

    A CFD app executes the flow you define when it receives a call. If your first component is a User Input, then it will collect what you enter. I'm not sure to understand what you meant though.
  3. edossantos

    Database Access Tool for SQL integration

    Hello @cantvchicago, Sorry if I made you feel bad, but please check this screenshot that you sent: This expression will CONCATENATE the static text "var sqlinsertStatement = ", which to start is wrong. That looks like some code that you will use in javascript. But that's not SQL. This is why...
  4. edossantos

    Calling external ph#

    Hi Matthew, yes, this is correct, however this is not working in v20 yet, this will be fixed in U1, which will be released soon.
  5. edossantos

    3CX Salesforce Integration - Call Jouranling is not working properly

    Hello Sarah, The template can be downloaded from the PBX. Go to the Updates section and you will be able to download it from there. If you can't do the integration and need more help with this, I would recommend you to open a support ticket.
  6. edossantos

    Set change status extension by a input code from the phone of other extenxion

    The User Input component has the Buffer property containing the digits entered by the user.
  7. edossantos

    CFD future Department Status

    Yes, this is coming in Update 1. You can assign a department to a CFD app, and then the Date & Time Conditional component will follow the office hours of that department.
  8. edossantos

    Calling external ph#

    What are you trying to do here? Please note that the "Make call from" must be a 3CX extension, queue, ring group, etc. It can't be an external number. This way 3CX will call this extension first, and then call the external party.
  9. edossantos

    Calling external ph#

    Checking your CFD screenshot, setting the component to make the call from "did" will not work. You need to specify 2 numbers there, the origin and destination.
  10. edossantos

    Calling external ph#

    That rule should work. If calls are still not going out, you should check your SIP Trunk settings, and ensure that the caller ID is a number, and not "MakeCall".
  11. edossantos

    Calling external ph#

    This is not something to check in the CFD app, but in the outbound rules of 3CX...
  12. edossantos

    3CX Salesforce Integration - Call Jouranling is not working properly

    The "Salesforce" template is very outdated and will not work properly with the latest versions of 3CX. You must use "SalesforceV2".
  13. edossantos

    Error occured while accessing Salesforce

    This is how this page looks: Are you using a testing sandbox instead of the production account by any chance?
  14. edossantos

    Database Access Tool for SQL integration

    Hello @cantvchicago, Looks like you're shooting in the dark. You're not going anywhere that way. You have 2 possible ways to achieve your goals: 1) Learn how to use the CFD before working on a real project. Play with the examples. Check the video tutorials. Spend some time on it so you...
  15. edossantos

    Error occured while accessing Salesforce

    This is from a working app I have for testing: There are a few checkboxes that you need to clear.
  16. edossantos

    Database Access Tool for SQL integration

    You need to use the Expression Editor to concatenate static text with variables, and this way build the SQL statement you want to execute.
  17. edossantos

    Solved SuiteCRM v7.13 & You are using Unsupported phones or phones with custom templates which may cause issues.

    A connection timeout looks like a firewall issue, so you should check why your database server is blocking this.
  18. edossantos

    Error occured while accessing Salesforce

    Hello Sarah, I have seen this in the past, and it was related to a wrongly configured app in Salesforce. Ensure that the app you create in Salesforce is configured exactly as described in this guide: https://www.3cx.com/docs/salesforce-crm-integration/
  19. edossantos

    3CX Integration w/ Salesforce - Unable to Test Successfully After Authorization

    Check this: https://www.3cx.com/community/threads/salesforce-integration-testing.65979/#post-282624
  20. edossantos

    Issues setting up HS integration

    Hello @Bob#2245, In first place, HubSpot doesn't require a full number match, so you can keep your number formatting settings, and configure the CRM integration to use the last N digits of the number, so you still get a match. In your case, HubSpot is not matching contacts. To do this, go to...
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