Dear experts!
I recently had a problem with the Salesforce integration and the ideal number of digits to send to Salesforce to detect the customer account. 3CX suggests 4 or 7 but in both cases my account detection ratio was around 70-80%
What finally worked for me was to send all digits with the "Match Exactly" option in Contacts.
I am now having an issue with phones going through a bridge as most probably 3CX detects them as external calls and sends the number through the CRM Integration. This creates a conflict as it gets my 4 digits and logs a call with the first customer that his last 4 digits matches my bridged extension.
Has anyone found a way to use SkipIf function in Salesforce template so I can filter phones with less than x digits not to search in Salesforce?
Thank you!
I recently had a problem with the Salesforce integration and the ideal number of digits to send to Salesforce to detect the customer account. 3CX suggests 4 or 7 but in both cases my account detection ratio was around 70-80%
What finally worked for me was to send all digits with the "Match Exactly" option in Contacts.
I am now having an issue with phones going through a bridge as most probably 3CX detects them as external calls and sends the number through the CRM Integration. This creates a conflict as it gets my 4 digits and logs a call with the first customer that his last 4 digits matches my bridged extension.
Has anyone found a way to use SkipIf function in Salesforce template so I can filter phones with less than x digits not to search in Salesforce?
Thank you!
