No Search Function in CRM Integration Wizard / Template Generator

[Louilang]

Hi everyone

I wonder why there is no search function like at point 5 in the manual https://www.3cx.com/docs/crm-integration/
i have a xml file which works on incoming calls however i would like to search contacts in the crm from the webclient / deskop app
When i test in the 3cx Console under Integration -> CRM -> Test i can only search for numbers, but not for names

I have version 2.1.24.0 of the CRM Integration Wizard which seems to be the newest

Any ideas?

 

[Evolute IT]

Use a scenario basically copied from the lookup, but with ID = SearchContacts

The variable for the search input is [SearchText]

Output should be same as lookup.

 

[Louilang]

Thank you so much for the quick reply!
I'll give it a try tomorrow

 

[Louilang]

Thank's again, but i somehow don't get it
When i create a xml file with ID = SearchContacts and variable? = [SearchText] i get "Result Obtainded" in SRM Log

I think i messed it up in the xml file, but have no clue since i'm not used to work on xml files

 

[Evolute IT]

You cannot test those other scenarios. Only the lookup one.

The others have to be tested in real-world scenario.

 

[Louilang]

Ok thank's again
when i try searching for example Swisscom AG in the webclient, no results are shown

But online there are several results


It does not matter if i search for a single Entry, say a private person who has only one entry. It still does not show any results in the Webclient
However it does't even show an entry when i search for a number in the webclient. it only shows contacts from previous calls which got added to CRM contacts in 3CX

 

[Evolute IT]

Check your scenarios and outputs, and restart services. Make sure you're calling an API and not a webpage.

The feature works, we use it all the time, but you gotta setup your template for it. We cannot assist much more with custom apps.

 

[edossantos_sipcaller]

If you need more information, enable verbose logs, and then run a test search from the web client, and check the 3cxManagementConsole.log. That's where the details are sent for this operation.

 

[Louilang]

Thank's guys for your answers! i'll check and report, busy with other stuff too at the moment