What is the minimum information I need to return to consider a record found?

Status
Not open for further replies.

greychain

Gold Partner
Advanced Certified
Joined
Jul 13, 2018
Messages
779
Reaction score
122
When looking up a CRM what records must I return to have the record considered found?

Like FirstName, LastName and PhoneBusiness.
 
Last edited:
When looking up a CRM what records must I return to have the record considered found?

Like FirstName, LastName and PhoneBusiness.
You need to return 3 things:
1) At least 1 of these outputs: FirstName, LastName, CompanyName.
2) One phone output must contain the number being searched.
3) The ContactUrl output.
 
  • Like
Reactions: Evolute IT
Thanks. Missing the contact url. Why doesn't the contact url show in the contacts list.
 
Why doesn't the contact url show in the contacts list.
When you use the 3CX Client, you will see the contact card icon, and when you click it the URL will be launched.
 
  • Like
Reactions: Evolute IT
Status
Not open for further replies.

Latest Posts

Forum statistics

Threads
112,323
Messages
591,896
Members
165,474
Latest member
costionofrei