Feel like I'm missing something obvious, but I can't seem to figure it out....
We have a CRM connection in our 3CX. If a call comes in the name will show on 3CX apps. My problem is that when the link was first setup if a caller called a call flow (fairly simple one - play a couple of messages then transfer to a ring group) the CRM names would show on the desk phones as well as the apps. A couple of months ago this stopped working and now only shows the number on desk phones even though the record is still being loaded from the CRM into the phone book. If the same number calls back again the name shows as normal. Phones are a mix of Polycoms and Fanvils.
I know the call flow hasn't changed so I'm wondering if there has been a change in how 3CX handles transfers in call flows or something along those lines?
Also we have the "Add CRM contacts to 3CX company phonebook when a call or message is sent or received" option selected and it does so, but it only ever seems to save one contact at a time, so the next time 3CX queries the CRM it replaces the previous record. Is this by design or is there a setting somewhere?
Thanks!
We have a CRM connection in our 3CX. If a call comes in the name will show on 3CX apps. My problem is that when the link was first setup if a caller called a call flow (fairly simple one - play a couple of messages then transfer to a ring group) the CRM names would show on the desk phones as well as the apps. A couple of months ago this stopped working and now only shows the number on desk phones even though the record is still being loaded from the CRM into the phone book. If the same number calls back again the name shows as normal. Phones are a mix of Polycoms and Fanvils.
I know the call flow hasn't changed so I'm wondering if there has been a change in how 3CX handles transfers in call flows or something along those lines?
Also we have the "Add CRM contacts to 3CX company phonebook when a call or message is sent or received" option selected and it does so, but it only ever seems to save one contact at a time, so the next time 3CX queries the CRM it replaces the previous record. Is this by design or is there a setting somewhere?
Thanks!
