Limited 3CX users to see CRM contacts

[PaulEmous]

3CX standalone V18.08 all works well. HubSpot integrated and working.

The customer has +50k records in CRM and if number are pressed using 3CX Web Client, almost each 2 or 3 (sometimes more) number combination will have a CRM lookup (due to amount of contacts present). Is there a way to have 3CX Web Client users not to see the CRM directory?

 

[Evolute IT]

Yeah, disable the sync and clear them.

You don't need the "add to phonebook" if you don't want it.

 

[PaulEmous]

Yeah, disable the sync and clear them.

You don't need the "add to phonebook" if you don't want it.

What do you mean by disable the sync?

We only want the journalling present on the CRM record.

 

[edossantos]

Actually the contact name will always be visible if there is a match. The CRM integration is enabled system wide. But the CRM link will only work for users having an account in Hubspot.

 

[PaulEmous]

Actually the contact name will always be visible if there is a match. The CRM integration is enabled system wide. But the CRM link will only work for users having an account in Hubspot.

Check.

Thanks for clarification