CRM created Contacts are not showing up for the users

[zakaria m]

Hi, hope everyone is doing well ;

We're having a problem with CRM created contacts not showing up for users, only the contacts created in 3CX show up,
and these CRM created contacts are synced with 3CX, I can see them in the management console,
at least the ones that are automatically created, or the ones manually created they won't show up until there's a call, or it takes some time, am not 100% sure on this one.

 

[Evolute IT]

CRM contacts are added to the phonebook only when a call is going to/coming from that number. There is no "sync" per se. It's just an API call to get the contact.

Also, those will appear in Webclient > Contacts > CRM. They will not show up under All.

 

[zakaria m]

Thanks for the clarification, I didn't realize that, good to know

In the Webclient I only found all contacts, company, personal and Microsoft 365, no CRM? And where do I find it in the desktop app, or does it only appear on the webclient?

 

[edossantos]

Check that the option "3CX Console > Settings > Options > Hide CRM Contacts from 3CX Apps Company Phonebook" is unchecked.

 

[zakaria m]

Yes, that was the problem, is it checked by default? Because I don't remember touching it

 

[edossantos]

Yes, that was the problem, is it checked by default? Because I don't remember touching it

Not sure which is the default value to be honest....

 

[TheodorosG_3CX]

This option is disabled by default. You may also check in the audit log if there was any change for this option.