prevent 3CX CRM contact creation?

[coreybrett81]

Can I prevent a contact from being created in 3CX?

I am really only interested in providing a URL in the webclient that users can click to open the customer's page in the CRM.

 

[Evolute IT]

No you cannot prevent it as this is how the integration works.

 

[edossantos]

No, you can't, but you can hide CRM contacts, so they're not visible in the phonebook. Go to the 3CX Console > Settings > Apps > Options > Hide CRM Contacts from 3CX Apps Company Phonebook.

 

[md0987]

No, you can't, but you can hide CRM contacts, so they're not visible in the phonebook. Go to the 3CX Console > Settings > Apps > Options > Hide CRM Contacts from 3CX Apps Company Phonebook.

The location of this is different when using v16 - 3CX Console > Settings > General > Hide CRM Contacts from 3CX Apps Company Phonebook

 

[md0987]

No, you can't, but you can hide CRM contacts, so they're not visible in the phonebook. Go to the 3CX Console > Settings > Apps > Options > Hide CRM Contacts from 3CX Apps Company Phonebook.

I can't find this setting on 16.0.655? Is the upgrade required or just the location of the setting is different?

 

[md0987]

Also what is the purpose of the below settings if it is not stopping the 3CX contact creation:

 

[edossantos]

Also what is the purpose of the below settings if it is not stopping the 3CX contact creation:

View attachment 25285

This is to create contacts in the CRM, when the contact lookup doesn't return any contact (the contact doesn't exist in the CRM, so we create it there).