Merging a contact in a call window
http://crm.mebelok.com/
Example, an incoming call comes from an unknown contact, the phone of this contact is displayed in the window, I understand that this contact is in the database, but with a different number and I want to tie his new number to this existing contact.
I added the Contact Search block, I find the desired contact, a new number is entered in the phone field, I press save and I get an error, it tries to create a new contact, not merge.
We recorded a video, watch from the 1st minute
https://drive.google.com/file/d/13U3muPm4AefQfgtsv_HmfIKm3ELfGyis/view
Tell me how in the call window you can do this to unite the contact
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Example, an incoming call comes from an unknown contact, the phone of this contact is displayed in the window, I understand that this contact is in the database, but with a different number and I want to tie his new number to this existing contact.
I added the Contact Search block, I find the desired contact, a new number is entered in the phone field, I press save and I get an error, it tries to create a new contact, not merge.
We recorded a video, watch from the 1st minute
https://drive.google.com/file/d/13U3muPm4AefQfgtsv_HmfIKm3ELfGyis/view
Tell me how in the call window you can do this to unite the contact
Answers:
As far as I can see, when choosing a client, it should send an ajax request to add a phone number to this contact and reload the call window already with the client.
Can you check if after selecting the request goes to /admin/call/block/ajax/createuser/ ?
Can you check if after selecting the request goes to /admin/call/block/ajax/createuser/ ?
20.04.2021, 18:04
Original comment available on version: ru
Tyndyk Maxim Vadimovich wrote:
As far as I can see, when choosing a client, it should send an ajax request to add a phone number to this contact and reload the call window already with the client.
Can you check if after selecting the request goes to /admin/call/block/ajax/createuser/ ?
Unfortunately, there is no way to check this project, how can I decide differently?
20.04.2021, 19:14
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
Commentary is available in ru and not yet translated to the current language.
21.04.2021, 14:29
It was possible to locally catch a probable problem and fix it.
Updated the project - watch.
21.04.2021, 16:35
Original comment available on version: ru
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