call journaling

  1. Call Journaling for Specific Users

    Can Call Journaling be enabled for a specific group of users. Currently we only have a small subset of users with access to salesforce who would need call journaling enabled. Since Call Journaling is enabled for all calls, every call coming in or out of the organization is triggering a task...
    • SSC_660
    • Thread
    • call journaling salesforce
    • Replies: 1
    • Forum: Salesforce

  2. Double Entry on Call Journaling

    I have gotten everything to work wonderfully as for contact lookup and linking. The problem is with Call Journaling I always get two posts of the same call? It shows as one as me (I was the user that created the connected app) and one as 'System'. The content in both logged calls is identical...
    • r42brian
    • Thread
    • call journaling crm salesforce salesforce call journaling salesforcev2
    • Replies: 16
    • Forum: Salesforce

  3. Call direction on Call Journaling in calls made by MakeCall

    I'm using the 3CX Call Control API for use click2call (MakeCall) function. When I send the request to the API the Call Control makes the system call the origin set, and when I answer the call on the set it starts a call the destination sent on the request. In the same PBX I'm using the Call...
    • Isaac Pires
    • Thread
    • call control api call journaling makecall
    • Replies: 5
    • Forum: Other

  4. CRM Create Contact and Inbound Call Journaling not working

    Hello Support Team, I hope this message finds you well. I am currently working on integrating our 3CX Phone System with our Salesdash CRM application. For this project, I am using our salesdash API endpoint to manage and track all HTTP requests between the two systems. While I can confirm that...
    • salesdash
    • Thread
    • call journaling call type create contact inbound call
    • Replies: 12
    • Forum: Other

  5. SuiteCRM Integration | Lookup By number and call journaling not working suddenly

    Hello, Under the CRM Integration, we have Database MySQL configured to lookup by number and also to do call journaling. It was working smooth for 2-3 weeks and again suddenly it stopped working. When I do TEST, I am getting the below error. We did not change any settings on 3CX as well as on...
    • rsp#24
    • Thread
    • call journaling lookup suicrm 7 suitecrm
    • Replies: 12
    • Forum: Other

  6. Solved Call journaling CRM Template

    Buen dia equipo de 3CX, Tenemos una integración que estamos realizando con nuestro CRM, pero tenemos un inconveniente con el call journaling, en el CRM template generator pusimos el api para que nos haga los post 3CX de las llamadas, pero no se estan generando, no sabemos porque o que puede...

  7. Journaling_Outbound

    "I have a problem. I make outbound calls, and after the call ends, I need to know the reason. For example, if the customer rejects the call, it should show as 'busy.' If the customer doesn't answer at all, it should be considered a 'timeout' call or when i start outbbound and agent click decline...

  8. Call Journaling - CRM Integration ( Database Postgresql )

    Hello, I am trying to log all the calls into a dedicated postgresql database for monitoring purposes. My dedicated PostgresQL database is empty and contains 2 tables (calls, contacts). From Settings -> Integrations -> CRM ( following this guide...
    • pierremueller
    • Thread
    • call journaling crm integration crm postgresql
    • Replies: 14
    • Forum: Other
  9. pierro-bello

    Custom CRM Integration get agent on server side when connected

    Hello , I am currently developing WebServices to interact with 3CX, primarily for Contact Lookup and Call Journaling. Both functionalities are working as intended. However, I initially thought that Call Journaling was triggered when the call was answered, but it turns out it occurs once the call...
    • pierro-bello
    • Thread
    • call journaling custom help integration crm
    • Replies: 4
    • Forum: Other

  10. Use Output value from lookup in ReportCall

    I would like to use the information found from a lookup based on the email address and use it in Call Journaling for "ReportCall". I have the following extract from my XML file, which shows the look up done by number and email and also another scenario, which is for "ReportCall", which logs a...
    • hoth
    • Thread
    • call journaling crm integration reportcall
    • Replies: 5
    • Forum: Other

  11. Call Journaling test fails in CRM Integration application

    I currently have the following XML file, which is set up to do call journaling and do a look up on a contact based on their number and email address. <?xml version="1.0"?> <Crm xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Country="US"...
    • hoth
    • Thread
    • call journaling crm integration reportcall
    • Replies: 11
    • Forum: Other

  12. only inbound calls are sent to crm (call journaling)

    Hello Support Team, I hope this message finds you well. I am currently working on integrating our 3CX Phone System with our CRM application. For this project, I am using n8n as the endpoint to manage and track all HTTP requests between the two systems. While I can confirm that the call journal...

  13. Dynamics integration - Call journaling converted in active task

    Good morning everyone I set up an integration with Dynamics, contacts work fine and I also enable Call journaling to log calls on the CRM. Everything it's perfect except for the fact that calls are logged in "calls" but also in "open tasks" (or "open activities", sorry but customer's CRM isn't...
    • PaoloConcari
    • Thread
    • call journaling crm dynamics 365 integration
    • Replies: 6
    • Forum: Other

  14. Inbound Call Journalling

    I'm using 3CX and Zoho, and have set-up the integration, and outbound journaling is working fine, but inbound journalling is working. Any suggestions on how to debug? TIA
    • fletch
    • Thread
    • call journaling zohocrm
    • Replies: 3
    • Forum: Zoho

  15. Call Journaling and LEAD

    Good afternoon, is it possible to have the Call Journaling written inside the LEADs instead of inside the contacts? With other CRMs, such as Bitrix24 this happens regularly while in Hubspot it doesn't, I noticed that within the Hubspot integration, in fact, the "Contact Lookup Order" does not...
    • A Valenti
    • Thread
    • call journaling crm lead
    • Replies: 7
    • Forum: Hubspot

  16. Call Journal for Transferred Calls is different than old version

    Hi, we are using Dynamic 365 CRM to implement 3CX Call Journal to record down agent call time. When we transferred call, agent1 will use Attended Transfer agent2 > Agent 1 End Call with agent 2 > Agent1 Transfer to agent 2 > Agent 2 pickup > Agent1 End call After this, dynamic will have 2...
  17. pmterp

    PHP Point of Sale - Call Journaling issue

    I started with a template generated from the 3CX CRM wizard but have made a couple of modifications to get the authentication right. Now inbound calls are matching and poping up the customer URL as desired. My issue is that I'm trying to write to the "comments" field to journal the call but it...
    • pmterp
    • Thread
    • call journaling php pos
    • Replies: 3
    • Forum: Other

  18. CRM MySQL : no more Missed call

    Hi, I have another regression since the June version, on the integration of call journaling in MySQL. Before, we have Inbound, Outbound, Missed and Notanswered in CallType field. Now, we just have Inbound and Outbound. Documentation always indicate having all value for this field...
    • MG_VOIP
    • Thread
    • call journaling crm integration mysql
    • Replies: 12
    • Forum: Other

  19. Call Journal for Transferred Calls?

    Hello community, As per https://www.3cx.com/community/threads/transfered-calls-not-logged-in-mysql-call-journal.114821/ Just wondering if there is a way this information could be retrieved otherwise, if it is not available on the Call Journal? OP was referring to MySQL but I am referring to...
    • sagius-pingco
    • Thread
    • call journaling crm integration mssql
    • Replies: 8
    • Forum: Other

  20. Call journaling : [Name] empty since july

    Hi, We record the calls in a mysql database, via call journaling. Request : It was working fine but since July the Name field is empty. All calls are well recorded. Before, we had the number or Anonymous, or File+number, etc. Why not anymore? Any idea? Any changein 3CX? Thank you Log ...
    • MG_VOIP
    • Thread
    • call journaling mysql
    • Replies: 16
    • Forum: Other
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