3CX CRM

[Jason Hayes]

Hi. We have created our CRM Integration, using the new 3CX CRM Template Generator and now thinking of uploading it to our install of 3CX. How do we turn on the integration for users? We don't want the CRM integration switched on for all users, only a few, only for our call centre team.

 

[Evolute IT]

Hi. We have created our CRM Integration, using the new 3CX CRM Template Generator and now thinking of uploading it to our install of 3CX. How do we turn on the integration for users? We don't want the CRM integration switched on for all users, only a few, only for our call centre team.

You can't. It's all or none. CRM is on server-side.

If you want a per-user management, use the legacy Client-side integrations. I do not recommend it but it still works.

 

[Jason Hayes]

You can't. It's all or none. CRM is on server-side.

If you want a per-user management, use the legacy Client-side integrations. I do not recommend it but it still works.

Are you kidding..... The appears to be so silly. Is there an "Ideas" post to ask 3CX to enable CRM intergration per user/extension? Who would want CRM Integration enable for everyone?

 

[Evolute IT]

Are you kidding..... The appears to be so silly. Is there an "Ideas" post to ask 3CX to enable CRM intergration per user/extension? Who would want CRM Integration enable for everyone?

Well, you can disable the Contact Auto-Open in the Webclient of each user, but that's pretty much it.

 

[averonsa]

Are you kidding..... The appears to be so silly. Is there an "Ideas" post to ask 3CX to enable CRM intergration per user/extension? Who would want CRM Integration enable for everyone?

I agree, fully support