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3CX Server-Side Integration with CRM - add Contact Owner

Discussion in 'Ideas' started by Mariusz Juszczyk, Dec 27, 2017.

  1. Mariusz Juszczyk

    Joined:
    Oct 23, 2017
    Messages:
    5
    Likes Received:
    1
    Background:
    3CX Server-Side integration with CRM pulls some information into 3CX Phonebook like: First Name, Last Name, Company Name, phone numbers and email. 3CX allows to show First Name and LastName as display name on both 3CX desktop softphone and 3CX WebClient.

    Problem:
    First Name and Last Name is not complete information to quickly recognize who is calling.

    Idea:
    1. 3CX should extend contact data to include contact owner name since all known CRMs uses such info on contacts
    2. 3CX should allow 3CX admins to create display name from regular expression, example:
    %FirstName% %LastName%, %Company% (%OwnerName%)
     
    raptiye210 likes this.