CallerID name incorrect on phone/app

[Mike P]

Had this reported to me by an employee yesterday, that the CallerID name displayed in the app and the phone on an incoming call is incorrect (it is showing an employee name). The call log does show the correct CallerID information.



I checked in SIP trunk and there isn't any formatting happening there. I'm not sure where else the formatting might take place. Something seems vaguely familiar, live I've seen this before, but I don't remember and a search of the forums didn't turn up anything for me (not that my 3CX forum search-fu is that great).

Thanks for any help.

-Mike

 

[SweetAction]

Local phone book, CRM integration, or 3CX phonebook?

Was it forwarded by the employee?

 

[Mike P]

BOOM! CRM. I'm working on a project using the CRM portion of the system to do the work, so this is a matter of me not completely understanding how the CRM integration works. In my testing I thought it was either for URL forwarding or would display somewhere else on the screen if CRM data existed, not inline with the CallerID (which could actually be useful for the project).

Does anyone happen to know if there is better documentation on the CRM integration, especially ability to format data displayed when a data row is returned?

And to SweetAction, thank you!

-Mike