Verify incoming Caller ID with lo

[YouOne]

Customer wants to handle inbound calls differently, depending on whether the caller's ID is present in the devices own contact list. I take it the CRMLookup Tool used. Any idea where I could view some sample projects?

Thanks

 

[Evolute IT]

If you mean the devices, like iOS/Android mobile apps, you won't be able to.

The CRMLookup component of the CFD is for usage with the CRM integration that's built into 3CX only.

 

[YouOne]

Exactly what I mean, thanks for clearing it up. I suppose a way would be to import the contact file located on the device into the 3CX's CRM, and be able to?

 

[Evolute IT]

Exactly what I mean, thanks for clearing it up. I suppose a way would be to import the contact file located on the device into the 3CX's CRM, and be able to?

The 3CX doesn't have a CRM. It has a phonebook (which is not accessible via CFD) and a CRM integration.

https://www.3cx.com/docs/crm-integration/

You can use a built-in integration or use your own template.

 

[YouOne]

Thank you, you are talking way above my expertise... Would the above provide access to it in order to differentiate between the 2 caller types? If so is this something you can do?

 

[Evolute IT]

Thank you, you are talking way above my expertise... Would the above provide access to it in order to differentiate between the 2 caller types? If so is this something you can do?

You need to sign up for a CRM to use the integration, and use the CFD. You can also do it with a CSV file, a database or a webservice.

3CX will not know the caller type unless you tell it how to handle it using a CFD and the components. All that depends on how you want to manage those "known" callers.