For CRM Integration with PipeDrive

[yono]

Dear Support Team,

Please provide information about CRM Integration with PipeDrive.
The CRM integration is already set up with PipeDrive.

CRM Integration with PipeDrive:

• Caller Screen Display: Currently, the caller screen displays "Last Name, First Name (Organization Name)". Can this be changed to a different format? If so, where can this be configured?

3CX Contact List:

• Deleting CRM-Linked Contacts: Is it possible to delete contacts with CRM icons from the 3CX contact list? Even with adjusted user permissions, the deletion option is not available.

Sincerely,

 

[TheodorosG_3CX]

CRM Integration with PipeDrive:

• Caller Screen Display: Currently, the caller screen displays "Last Name, First Name (Organization Name)". Can this be changed to a different format? If so, where can this be configured?

If you navigate under Dashboard<<System<<Phonebook<<Options, is it selected to show Last Name,First Name?

3CX Contact List:

• Deleting CRM-Linked Contacts: Is it possible to delete contacts with CRM icons from the 3CX contact list? Even with adjusted user permissions, the deletion option is not available.

What is the extension role? Are you a System Owner?

 

[edossantos_sipcaller]

Deleting CRM-Linked Contacts: Is it possible to delete contacts with CRM icons from the 3CX contact list? Even with adjusted user permissions, the deletion option is not available.

This needs to be done from the Admin console > System > Phonebook. You can't do it from the Web Client > Contacts.

 

[yono]

This needs to be done from the Admin console > System > Phonebook. You can't do it from the Web Client > Contacts.

I have verified that I can delete CRM contacts using the method you provided.
Thank you!

 

[yono]

If you navigate under Dashboard<<System<<Phonebook<<Options, is it selected to show Last Name,First Name?


What is the extension role? Are you a System Owner?

I was able to reverse the order of the last name and first name using the method you provided, but it seems that this is not the answer I was looking for.
I apologize if my explanation was not clear enough.
I would like to add items other than last name, first name, and organization name to the display items, or change them to other items.
Is this possible?

 

[TheodorosG_3CX]

Are you referring to the contact lookup or to add more information in 3CX Contact?

 

[yono]

Are you referring to the contact lookup or to add more information in 3CX Contact?

thank you!

There is a caller screen that is displayed when receiving inbound calls on 3CX.
This screen shows the caller's information from PipeDrive.
"Last Name, First Name (Organization Name)"
I would like to modify or add items to this display.

For example
"Last Name, age , position (memo)"

 

[TheodorosG_3CX]

I'm afraid this is not an option.

 

[yono]

I'm afraid this is not an option.

Thank you for taking the time to answer my questions so thoroughly.

It's a shame that this is not currently possible, but I look forward to future updates that may include this feature.

 

[TheodorosG_3CX]

You are welcome

 

[david90]

Thank you for taking the time to answer my questions so thoroughly.

It's a shame that this is not currently possible, but I look forward to future updates that may include this feature.

Les informations affichées sont celles renvoyées par le CRM, dans votre cas, PipeDrive.
3CX ne fait qu'afficher les informations reçues.
Pour changer cela, il faudrait modifier l'API côté PipeDrive... Mais je doute que ces derniers acceptent, malheureusement !

 

[edossantos_sipcaller]

Les informations affichées sont celles renvoyées par le CRM, dans votre cas, PipeDrive.
3CX ne fait qu'afficher les informations reçues.
Pour changer cela, il faudrait modifier l'API côté PipeDrive... Mais je doute que ces derniers acceptent, malheureusement !

Changing PipeDrive is not an option. What you can do is creating a custom integration, getting the fields you need from PipeDrive and set them in the outputs for FirstName, LastName and CompanyName, which are the ones shown in 3CX.