crm contacts

  1. CRM API Lookup Intermittent on Yealink handset

    I have setup a custom CRM integration with our CRM Eworks. The lookup is working 100% of the time on the windows app/softphone. On our Yealink Hansetts the initial inbound call doesn't allways display the contact, if i call back again quickly it seems to work every time. I am on V20 U9. Does...
    • OAH
    • Thread
    • crm api crm contacts crm integration crm lookup
    • Replies: 5
    • Forum: Other

  2. Searching for a contact

    Programmer is trying to set up a CRM custom integration but is having issues when searching for a contact. Here is the trouble he is having. Ok, so the verbose logs are indicating that 'column number does not exist'. Here's the SQL query:

  3. CRM Contacts on desk phones

    Feel like I'm missing something obvious, but I can't seem to figure it out.... We have a CRM connection in our 3CX. If a call comes in the name will show on 3CX apps. My problem is that when the link was first setup if a caller called a call flow (fairly simple one - play a couple of messages...
    • SamSam
    • Thread
    • crm contacts ip phones v20
    • Replies: 0
    • Forum: Other
  4. david90

    Opening the CRM contact URL does not work if you pick up the call with the smartphone client

    Hello, I've noticed a problem with 3CX : When using a CRM integration, opening the contact URL works fine if you pick up the call with the browser or with a physical handset, but not if you pick up the call with the smartphone client. I was able to reproduce this bug on two 3CX installations...
    • david90
    • Thread
    • crm contacts smartphone client
    • Replies: 9
    • Forum: Other

  5. CRM Lookup By Number Successful, but does not show if not Added to 3CX company phonebook

    Hi, We wanted CRM Lookup By Numbers to always take place, and didn't want to store the results in the 3CX company phonebook. When we switch off the "Add CRM contacts to 3CX company phonebook when a call or message is sent or received." setting, we can see a lookup occurring when a phone call...
    • shak
    • Thread
    • caller id lookup crm contacts mssql integration
    • Replies: 31
    • Forum: Other

  6. SuiteCRM 7.13 with xml integration script to enable pop-up of account when client calls to user?

    Hello everyone, I have SuiteCRM v7.13 with PHP 7.4. I want to enable account window pop-up for user when a client call. I tried below code but it did not work for me. Location: Settings->Integration->CRM->Server side->Add+(SuiteCRM) CODE HERE Could you please help me? :)
    • rsp#24
    • Thread
    • crm contacts crm integration pop-ups suitecrm suitecrm 3cx client
    • Replies: 15
    • Forum: Other

  7. CRM Template Generator o 3CX no funciona en creacion de contactos

    Buen día Equipo de 3CX, Tengo un lío con una integración con Kommo, sucede que la integración de Kommo que tiene 3CX publicada no nos funcionó por lo que la rehicimos de 0, consultamos las API y las probamos con Postman, pueden ver las pruebas en la documentación adjunta del Word, ahí se...

  8. EspoCRM Contact Creation Not Working

    Greetings, I am writing to you because I cannot make the contact creation function work in any way, I have tried thousands of times different possible solutions, such as changing variables within the scenario by inserting the "list" prefix, I also tried to keep track of what happens on the CRM...
    • Kla Service
    • Thread
    • crm crm api crm api costum crm contacts crm integration crm template help
    • Replies: 5
    • Forum: Other
  9. PaulEmous

    Limited 3CX users to see CRM contacts

    3CX standalone V18.08 all works well. HubSpot integrated and working. The customer has +50k records in CRM and if number are pressed using 3CX Web Client, almost each 2 or 3 (sometimes more) number combination will have a CRM lookup (due to amount of contacts present). Is there a way to have...
    • PaulEmous
    • Thread
    • crm contacts hubspot integration
    • Replies: 4
    • Forum: Hubspot

  10. Management console user rights / group rights to hide CRM contacts entirely (including search)

    I think it'd be a good idea to have this option as one of my clients got the latest v18 update 8 final update and has told me that even though his CRM contacts are off he wants to be able to disable them from showing up in search results in the contacts tab on the webclient / mobile app which...
    • techdept@themaynardgroup.
    • Thread
    • contacts contacts search crm crm contacts crm integration group rights integration search user rights
    • Replies: 0
    • Forum: Server
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