3CX Contacts - CRM Integration

[Aaron99]

Hi All,

Customer wants to integrate their CRM into 3CX. One requisite they are after is that for certain extensions on the system, they want to be able to limit what contacts they are able to see in the contacts tab. For example, the accounts on ext 1001 should be able to search the CRM contact book on 3CX for the companies solicitor but for the tech support team on ext 1004 shouldn't be able to have access to this contact information. Is there a way to set this up on 3cx or would it all be handled on the CRM? The CRM they want to integrate is PipeDrive if this makes any difference.

Thanks

 

[Evolute IT]

Hi All,

Customer wants to integrate their CRM into 3CX. One requisite they are after is that for certain extensions on the system, they want to be able to limit what contacts they are able to see in the contacts tab. For example, the accounts on ext 1001 should be able to search the CRM contact book on 3CX for the companies solicitor but for the tech support team on ext 1004 shouldn't be able to have access to this contact information. Is there a way to set this up on 3cx or would it all be handled on the CRM? The CRM they want to integrate is PipeDrive if this makes any difference.

Thanks

There's no way to filter this out. They just need to use the CRM as a CRM in this case. The integration is global and everyone can see all contacts.

 

[Aaron99]

There's no way to filter this out. They just need to use the CRM as a CRM in this case. The integration is global and everyone can see all contacts.

Thanks. Thought so but had to ask!