Hi Everyone, I’m Rem.
I’ve been trying to resolve an issue with our CID Lookup Source that is supposed to integrate with our CRM Software. I keep getting the Run around from the CRM software saying their systems and clients aren’t reporting any issues.
Here is the instruction the CRM vendor is saying to follow, I’ve tried a variety of variations
I’ve tested the query by manually entering a test number in the “NUMBER” field and it does post into the CRM software properly.
Proper integration is supposed to do the following;
- popup dialogue box in chrome with the Clients Details (Existing Clients)
- Tag all inbound calls with phones on clients file to communication log
- Tag all outbound calls to the client’s phones on file in the communication log.