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Incoming call number lookup table for contact

Discussion in 'CRM / Helpdesk / App Integration' started by dstocker, Jun 29, 2016.

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  1. dstocker

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    Hello everybody,

    has anyone an idea how, to implement a solution to check an incoming call number with a lookup table (database) and show the correct contact on my softphone client?

    I won't work with the plugin which has to be installed on each client, I will use this for all incoming calls directly from external.

    Thanks in advance,
    Dom
     
  2. edossantos

    edossantos Support Team
    Staff Member 3CX Support

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    Hi Dom,

    A VAD application can check the caller id against a database, but there is no way to change the name that 3CXPhone will show when the call is transferred to it.

    The way to go here is a 3CXPhone plug-in using this API:
    http://www.3cx.com/blog/docs/3cxphone-for-windows-api/

    In 3CX v15 you can create plug-ins as scripts and deploy them to 3CXPhone via provisioning, so if you have many agents it's much easier than in v14.

    Kind regards.
     
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  3. dstocker

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    Hi edossantos,

    Thank you for your answer.

    Does anyone have experience with including the Microsoft.Xrm.Sdk within a custom DLL? It seems like this causes issues and the DLL is no longer executed
    Especially when deriving from "Microsoft.Xrm.Sdk.Entity" class.

    Thanks for your help
     
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