3CX and Salesforce integration - handling of lookups returning multiple results

[PeterM]

Hi there,

We are testing SF integration with 3CX. In our SF we have many multiple contacts with the same phone number (usually company's main phone number). This must be pretty common scenario. When call comes from a number that is listed in many records SF returns one of the contacts which is not necessarily contact that is calling us. Is there a way for the lookup to return just the Account info / Company record?

Thanks

 

[Evolute IT]

Change the lookup order to put the Accounts/Companies before Contacts. 3CX takes the first result it gets, wherever it comes from.

 

[PeterM]

Change the lookup order to put the Accounts/Companies before Contacts. 3CX takes the first result it gets, wherever it comes from.

Thanks Frederick.