ConnectWise caller ID = Company Name

[davidsteelerose]

I have successfully integrated 3CX with ConnectWise. I have set the Contact Lookup Order = Company/Contact

When a call comes in 3cx will lookup the phone number and find all contacts in ConnectWise with that phone number and add them all to 3CX Contacts. When they call using the company main phone line, then all of the contacts for that company are added.

The problem is that the Caller ID for calls from the company main phone number will lookup and display the name of the first alphabetical contact.

If Caller ID could display Company Name, then this might be acceptable.

Is this normal behavior?

 

[davidsteelerose]

I think it added all contacts when I had it set to Contact Lookup Order = Contact/Company
I reversed that and it seems to just add one contact from that company now, however, the caller ID is still the First Name, Last Name and not the Company.

 

[davidsteelerose]

OK, I just created a simple report in CW and imported into 3CX Contacts all the phone numbers and the Company Name with the First Name and Last Name blank. Caller ID on the Yealink phones will display Company Name as the caller ID if the firstname and lastname are blank.

Now when CW contacts call via their cell phone it should look them up and add them and we can provide their name in the caller ID.

 

[edossantos]

Please note that contacts that were synched while you had the configuration Contacts/Company are still in 3CX Contacts. So, to avoid confusion, maybe you should press the "Delete CRM Contacts" button from the 3CX Console > Advanced > Contacts. Then the synchronization should prioritize companies and everything should work as you need.