CRM contact lookup when a call happens

[chirry]

Hey guys,
I have been able to establish CRM integrations with out API. I have tested the CRM integration and the lookup returns data as expected. my issue is when i call the 3CX client, no data is displayed on the client. Also i have checked the 3cxSystemService.log but there doesn't seem to be any HTTP connection to the crm. Kindly advise

 

[edossantos]

First, please note that you need to use the 3CX Web Client in order to get a popup.

Second, please note that only calls to or from external numbers are considered by the 3CX CRM engine, so if you're testing with calls between extensions, that will not work.

 

[edossantos]

In addition, you should enable verbose logs from the 3CX Console > Dashboard > Activity Log > Settings, in order to see something in the 3cxSystemService.log file.

 

[chirry]

Hi,
Yes i have enabled enable verbose and am using the web client but am still not able to get the data or view anything from the logs. I am also calling using an external number

 

[chirry]

Also does this mean that the other clients apart from the web client are unable to trigger the crm integration?

 

[edossantos]

Hi,
Yes i have enabled enable verbose and am using the web client but am still not able to get the data or view anything from the logs. I am also calling using an external number

Can you share the 3cxSystemService.log file so we take a look?

Also does this mean that the other clients apart from the web client are unable to trigger the crm integration?

The contact lookup is triggered from the 3CX server, not by the clients, so the lookup will be done anyway. But the Contact URL, which is what you need to get a contact popup, is only sent to the Web Client. So if you use any other client, you will see the caller name but not the contact popup.