CRM Help v18

[haroonbg]

Hi there,

I am using Yealink phones and CRM integration which works fine in terms of Call Reporting and getting Caller Information from the TEST part of Admin Console -> CRM Integration

However, I've noticed Caller ID only shows up for a CRM contact if they have called at least twice. Is there a way I can ensure that CRM contacts are created and shown on phone display first time?

Thanks
Haroon

 

[VoIPTools]

The first time the caller comes into the PBX their contact is created. That's too late to get their contact information propagated to the phone. The second time they call, assuming enough time has transpired for the phone to update its contact list, the contact information will be found and display on the phone.

If you want to front-load contacts so that they display on the phone the first time the contact calls, you will need to import the contacts into 3CX.

We have a tool that can automatically import new contacts into the 3CX company directory on a scheduled basis or on-demand. I encourage you to take a look at 3CX Contact Sync. Originally it was designed to automatically import Google Contacts (which it still does), but it can also import any CSV source.

 

[Evolute IT]

You can also use the Webclient/softphone to see the CRM info before answering. It also gives you the contact popup.

 

[haroonbg]

Thanks both, I am going the Desktop Softphone way as it seems to work better than WebClient.