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Hi there, I'm testing integration possibilities with MongoDB.
Sadly I'm currently testing only thru the Template Generator application, so maybe that's all there is to it.
These cases are all working:
Contact Lookup positive
Contact Lookup negative + Contact Creation
Call Journal (with Contact Lookup positive)
From other threads, I've gathered that Call Journaling gets triggered only if there are ID/URL, Number and Name/CompanyName available from the Lookup.
Can you confirm the full system will do Contact Creation during calls after the initial lookup fails and then the journaling can proceed during that same call?
Thanks
Sadly I'm currently testing only thru the Template Generator application, so maybe that's all there is to it.
These cases are all working:
Contact Lookup positive
Contact Lookup negative + Contact Creation
Call Journal (with Contact Lookup positive)
From other threads, I've gathered that Call Journaling gets triggered only if there are ID/URL, Number and Name/CompanyName available from the Lookup.
Can you confirm the full system will do Contact Creation during calls after the initial lookup fails and then the journaling can proceed during that same call?
Thanks