How to only open browser tab on answering a call

[kevjones]

Hi all,

I am working with a client and we have successfully integrated 3CX with our CRM using the CRM Template Wizard which now opens a new browser tab with a customer's record in it matches the incoming caller's number.

However, our client have a number of users concurrently logged in to 3CX, and whenever there in an incoming call, all user's browsers open a new tab.

Is there a way to configure the API so that this behaviour is only triggered for the user that answers the call?

Many thanks in advance,
Kev

 

[Evolute IT]

Hi all,

I am working with a client and we have successfully integrated 3CX with our CRM using the CRM Template Wizard which now opens a new browser tab with a customer's record in it matches the incoming caller's number.

However, our client have a number of users concurrently logged in to 3CX, and whenever there in an incoming call, all user's browsers open a new tab.

Is there a way to configure the API so that this behaviour is only triggered for the user that answers the call?

Many thanks in advance,
Kev

Unfortunately, no, the server-side integration works this way and it cannot be changed.

What you could use is the Open Custom URL in the Webclient/Browser Extension, and use the 2 available variables to trigger it only when the call is answered.

 

[kevjones]

Many thanks Frederick!

 

[edossantos]

In addition, you can configure the Web Clients > Settings > Integration > Off, and this way no automatic popup will happen. Then, your agents can manually click the contact icon before answering the call, and this way launch the contact record.