CRM contact page only after the call has been answered

[adconsulting]

Hello guys,

I've installed the VTiger template with some customization.

Now i've a problem: every time a call arrive, the chrome's extention shows all the customer information.

We need to show this information ONLY after the call has been answered.

I've seen that in the webclient is possible to selct the contact lookup policy.

How can i do it inside the CRM template?



Thanks for you support

Davide

 

[edossantos]

Hello Davide,

Unfortunately that's not possible at the moment. The Web Client or the Chrome Extension will trigger the contact popup as soon as the call arrives to the extension.

You can avoid this automatic popup if you go to the Web Client > Settings > Integration > Off. Then, you can manually click the contact card on the inbound call toaster, to manually launch the contact record just before answering the call.

 

[adconsulting]

Hi @edossantos

Do you have any plan to implement it?

I've tried to set the integration setting on off but nothing changed, the popup overlay everything.


May i miss something?


Davide

 

[Evolute IT]

Performing GET request 'https://sis.client-server.com/3cxlookup.php?number=7577399090'.

Hello Davide,

Unfortunately that's not possible at the moment. The Web Client or the Chrome Extension will trigger the contact popup as soon as the call arrives to the extension.

You can avoid this automatic popup if you go to the Web Client > Settings > Integration > Off. Then, you can manually click the contact card on the inbound call toaster, to manually launch the contact record just before answering the call.

Hi @edossantos

Do you have any plan to implement it?

I've tried to set the integration setting on off but nothing changed, the popup overlay everything.


May i miss something?


Davide

Agreed. This is something that should be fixed (and it's easy to fix.) I don't understand why it wasn't designed this way from the get go. At least give the option just like the manual URL popup.

 

[edossantos]

I understand that this is a common need, but I can't tell if or when it will be implemented.

 

[adconsulting]

@edossantos

What abount the impossibility to turn off the lookup without disabling the crm integration? Is it possible at least fix this bug?

 

[edossantos]

@edossantos

What abount the impossibility to turn off the lookup without disabling the crm integration? Is it possible at least fix this bug?

If you have the Chrome Extension enabled as well, it's the Chrome Extension who is triggering the popup. You have another setting for it, which is independent from the Web Client. You should turn it off for the Chrome Extension as well.

 

[adconsulting]

Thanks, It works now.
Is it possible to official submit this request? In case where?

Regards
David

 

[edossantos]

In the Ideas forum. But your user doesn't have permissions to post there. The Ideas forum works so that only Gold, Platinum, Titanium Partners and Premier Customers can contribute ideas. Other users can only upvote for existing ideas.