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Call from "outside" - decorate with customer name

Discussion in '3CX Phone System - General' started by petrusko, Sep 5, 2016.

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  1. petrusko

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    Hi!

    We are using 12.5 version of Phone System; we use "hardware and software phones".
    We have allready made custom solution, which queryies our CRM database on every incoming call and pops up customer data in case customer data is found in our CRM. This solution is attached to Behaviors functionality on software Windows Phone app. So basicaly this is a "client" solution attached to Windows phone app.

    We would like to bring this a litle bit further - we would like to develop a "sw" that will be installed in one place (server) and will append Customer name to each incoming call (from outside).

    Could someone please provide us more details (links) where can we read more about this?

    Thank you,
    Peter
     
  2. leejor

    leejor Well-Known Member

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    While there is probably a software solution to accomplish this, the same functionality can be had by adding the customer number and name, to the 3CX Phonebook. Both databases would have to be maintained manually. Any incoming call from the matching number will show the corresponding name on all devices.
     
  3. petrusko

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    We have tried on 12.5 to add all customers from our CRM to phonebook (using odbc) but nothing happens.

    We will migrate to version 15 in short - so this will be addressed later. I hope that with better results.
     
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