Contact Card query

[SPembo]

I mostly have a Zendesk integration working. I can see CRM contact in 3CX, on the dialer for a incoming call i can click contact card to open the contact in Zendesk manually.

However, Is there a way for this to happen automatically? I can see that it uses the EntityID for the contact card it will open, but variable isn't supported, so assume i'm missing something else or it's not actually possible. Tried in both Web and Desktop client.

Thanks

 

[edossantos]

In your Web Client / Desktop App, check Settings > Integration, and ensure that this option is selected:

 

[SPembo]

Tried many different things there. I wasn't sure how generic that url is though, it doesn't get mentioned on any other the 3cx/zendesk guides

 

[edossantos]

You don't need to configure any URL. When you select that option, the URL is provided by 3CX, when it does the lookup against the CRM.

 

[SPembo]

Ah, now I’m off phone screen I see this has 3 options. I only have the top and bottom ones, what influences appearance of the middle option?

 

[SPembo]

Thanks for you assistance. I've managed resolve this now, and worth putting the issue here should others experience.

It was because we had MULTICOMPANYMODE enabled, so appears once this enabled it removes this option.

 

[edossantos]

Yes, the CRM integration module doesn't work in multi company mode at the moment.