Popups on outgoing call

[malex]

Is it still true that popups only work on inbound calls?
https://www.3cx.com/community/threads/crm-integration-pop-on-answer-not-ring.75133/#post-339616

 

[edossantos]

Yes. popups are only launched on inbound calls. However, for outbound calls the contact lookup mechanism is also triggered, and the matched contact name and CRM link will be shown in the Web Client. Then, you can click on this CRM card icon to manually open the contact record in your CRM.

 

[malex]

I'm seeing the contact icon you are referring to in the Desktop App and webclient, but only for incoming calls. When calling the same number back, the contact icon with CRM link does not appear. The name lookup and the call journaling both work for both incoming and outgoing calls.

 

[malex]

It appears that functionality might require the feature "Add CRM contacts to 3CX Company Phonebook" to be enabled. Is that correct?

 

[edossantos]

Yes, that's a known bug that will be fixed in Update 6. If the option "Add CRM contacts to 3CX Company Phonebook" is disabled, the icon is not shown.