CRM integration adds many Contacts

[Andreas Jud]

Hi 3CX

We created a custom-CRM integration. It's working, but there are multiple contacts created in the "Phonebook".

First phonecall created a contact in phonebook. -> OK.
Second phonecall created additional 68 identical contacts in phonebook -> Not OK.

Our CRM just define "First Name", "Company Name" and "Business Phone" at the moment. Do I need to fill some particular fields?

Is it possible to Modify the generation of the CallerID(name)? I think it's first- and lastname. I would like to include the customer-nr. also. --> If not, i will include this information in the firstname-field. It's very important to have the customer-nr. ready.. todo research for the customer.

Andy

Version is: 15.5.10244.4 (pro)

 

[edossantos]

Hello Andy,

Please confirm that you're also setting the ContactURL output field in your template. If you don't fill it, the engine will consider that there is missing information and will try to find again the contact. So check that, if you're not setting it you can set it to any URL. That URL will be shown in the Web Client as a link to open the contact record in your CRM.

Regarding the customer-rn, the caller ID will only contain the contact name, so you should change the firstname or lastname to include it.

Kind regards.

 

[Andreas Jud]

Hi Ernesto
You were right. I can confirm it's working, after I added a ContactURL. It's nowhere mentioned, or did I miss it?

First Question is solved. Thank you.

Second: Is it possible to Modify the generation of the CallerID(name)? Of corse I could modify our webservice, to include the customer-nr in the Firstname, but it's more a hack than a solution.

Thank you very much
Andy

 

[edossantos]

Second: Is it possible to Modify the generation of the CallerID(name)? Of corse I could modify our webservice, to include the customer-nr in the Firstname, but it's more a hack than a solution.

Unfortunately the caller ID will be taken from the first and last name. There is no way to take this information from any other side.

 

[Andreas Jud]

Unfortunately the caller ID will be taken from the first and last name. There is no way to take this information from any other side.

Hi Ernesto
Thanks for fast reply. So i will rewrite the firstname.. until 3cx will add an rewrite-feature in the crm-plugin