Client Side Salesforce plugin

[Mike Carroll-Owen]

Hi we have intergrated the salesforce crm both server side and have also tried using the plugin to automatically bring up caller details however it will not launch salesforce records in a new browser can anyone help?

We are a new support charity.

 

[edossantos]

Hi @Mike Carroll-Owen,

The server side CRM integration will not automatically popup the contact record. When you receive an inbound call from a contact found in Salesforce, the 3CX Web Client (not 3CXPhone) will show a link to open the contact, but it will not be automatically opened in a new tab.

On the other side, the client side plugin will open the contact in a new tab when the contact is found. If this is not happening, please check the logs from "%AppData%\3CXPhone for Windows\Logs", and if there is any issue you will find it there.

Kind regards.