How to change the contactUrl from 3cx v18

[itj-CRM]

Hi All,

I am able to connect vtiger crm sucessfully with 3cx but when i got incoming the CRM contactURL automatically opening as follows :

https://mycrm/index.php?module=Contacts&view=Detail&record=3181

but i want it would be open with one more extra paramter as follows

https://mycrm/index.php?module=Contacts&view=Detail&record=3181&source=3cx

based on extra parameter i have to trigger some pop-up in CRM .

I already modified the template and tested there it was looking good but when i making the incoming call it wont coming


so can somebody help on this. thanks

 

[Evolute IT]

Hi All,

I am able to connect vtiger crm sucessfully with 3cx but when i got incoming the CRM contactURL automatically opening as follows :

https://mycrm/index.php?module=Contacts&view=Detail&record=3181

but i want it would be open with one more extra paramter as follows

https://mycrm/index.php?module=Contacts&view=Detail&record=3181&source=3cx

based on extra parameter i have to trigger some pop-up in CRM .

I already modified the template and tested there it was looking good but when i making the incoming call it wont coming

View attachment 26383
so can somebody help on this. thanks

Clear contacts (Advanced > Contacts > Delete > Delete CRM Contacts) after updating the template.

 

[itj-CRM]

I did that but after testing now the redirect contact also not working, is something more we have to do. Please guide

 

[itj-CRM]

and is Contacts should available in 3cx to get CRM screen?
And how to sync all CRM contacts with 3cx .

 

[itj-CRM]

@ConceptsWeb thanks for your help, it working fine now with new URL

what I observed if any one contact available in 3cx then only ota working.

First call new contact created in 3cx and CRM but no pop-up
Second call pop-up (redirect to CRM) works good with new URL

how we can sync all CRM contacts with 3cx, so if some existing contact calls duplicate should not create and it should fetch from existing records.

 

[edossantos]

Contacts are synchronized when they call you or you call them. There is no way to trigger a full synchronization.

 

[itj-CRM]

Okay Noted and also I observed every time it's creating a new contact in CRM while getting incoming call even from same number, why is that? Could you please guide me to fix too brother

 

[itj-CRM]

@edossantos thanks for your reply and one more question is how we need to handle for new contacts which are not in CRM. Is redirect will work for new contacts too.

If I'm wrong please correct me. Thanks

 

[Evolute IT]

@edossantos thanks for your reply and one more question is how we need to handle for new contacts which are not in CRM. Is redirect will work for new contacts too.

If I'm wrong please correct me. Thanks

If you enable Contact Creation, yes.

 

[edossantos]

Okay Noted and also I observed every time it's creating a new contact in CRM while getting incoming call even from same number, why is that? Could you please guide me to fix too brother

We would need to check the logs to understand why. But if 3CX is creating contacts in the CRM, and they're not being added to 3CX, there is definitely something wrong. Please enable verbose logs from the 3CX Console > Dashboard > Activity Log > Settings, make a test call to reproduce the issue, and then check the 3cxSystemService.log file that you can download from the 3CX Console > Dashboard > Activity Log > Logs button > Instance folder. If you can't spot what's going on from that file, please send it to me in a private message (do not attach it here as it might have sensitive information).

 

[itj-CRM]

Okay thanks for more information, I will look into it further and if something help required sure will get back to you.