Contact Search not available in latest CRM wizard

[KennethVH]

Hi,

According to a forum post I noticed that there is way to (live) search contacts in a CRM using the CRM integration.
I do see in step 5 of the wizard that there is a option for this API: https://www.3cx.com/docs/crm-integration/
But when I download the latest 3CX CRM Integration from the 3CX portal I do not see this option?

I'm running version 2.1.24.0 and it shows no newer updates.

Is this something that will be available in a later version and is the documentation updated too early?

Also side question:
There is option now to create contacts in 3CX from the CRM, we always used this in the past because otherwise a contact wont be available on deskphones. Will this behaviour change at some point?

Thanks in advance!

 

[edossantos]

Is this something that will be available in a later version and is the documentation updated too early?

Yes, correct, the updated tool will be released shortly. Meanwhile, you can manually create the scenario using the tool after the wizard finishes.

There is option now to create contacts in 3CX from the CRM, we always used this in the past because otherwise a contact wont be available on deskphones. Will this behaviour change at some point?

This is an optional feature, and it's still available. There are no plans to remove it, at the time being.

 

[KennethVH]

Thanks!

What do you mean by optional feature? The creating contacts from CRM? Would be nicer if the lookup would run in the background and maybe even modify the SIP package during the call?
I can understand this can't be done when a phone is ringing, but maybe re-evaluate after a call gets forwarded from a IVR to queue (with some sort of tracking so it won't keep doing lookups).

 

[edossantos]

What do you mean by optional feature? The creating contacts from CRM? Would be nicer if the lookup would run in the background and maybe even modify the SIP package during the call?

I mean that you can enable or disable the synchronization of contacts from the CRM to the 3CX phonebook. Some users don't want the 3CX phonebook flooded with CRM contacts, other users need this. So this is up to you. The integration will work either way.

I can understand this can't be done when a phone is ringing, but maybe re-evaluate after a call gets forwarded from a IVR to queue (with some sort of tracking so it won't keep doing lookups).

Currently there is only 1 lookup performed as soon as the call arrives to 3CX. Feel free to suggest this through the ideas forum.

 

[joepbx24]

Yes, correct, the updated tool will be released shortly. Meanwhile, you can manually create the scenario using the tool after the wizard finishes.


This is an optional feature, and it's still available. There are no plans to remove it, at the time being.

Is the tool available or not yet?