Call Transcriptions in v20u3

[agronert]

Hello,
Our Salesforce integration is working well. We recently upgraded to v20u3 and would like to add call transcriptions and summaries to Salesforce. We have transcription enabled for some test users, and their calls are being logged to Salesforce, but we're not getting summaries or transcriptions. I'm not seeing where to configure that. Is there a setting I'm missing or is there some documentation to get this working?

thanks,

 

[Alejandro_3CX]

Hi, are you using the default template? transcription is there in the call journaling for all the supported CRM



You should be using the template that says SalesforceV2

 

[Alejandro_3CX]

Also please, upgrade the system to the last version 20.0 Update 4 (Build 487 Release)

 

[agronert]

Also please, upgrade the system to the last version 20.0 Update 4 (Build 487 Release)

Hello Alejandro,
We are on Update 4. Version 20.0 Update 4 (Build 487 Release) I thought it was 3.

We are using the default Salesforcev2 template, but I'm not seeing those options in the Call Journaling.



Can I just add those fields, or is there a way to make sure the template is current?

thanks,

 

[Alejandro_3CX]

I'm afraid you will need to delete the current template and add it again from the updates, then you should see the same as I've posted in my pic.

 

[agronert]

I'm afraid you will need to delete the current template and add it again from the updates, then you should see the same as I've posted in my pic.

I'll try that. Thank you for the help!

 

[Alejandro_3CX]

no problem, have a good day!