How to Open a record of a customer based on the incoming call?
Hi Community Team,
When a telephony connector is integrated (say., Asterisk) with the CRM system, the system will display the customer name when there is an incoming call placed by that customer. This is an OOTB functionality.
- How does the system fetch the name of the customer during an incoming call and where is the in-house logic for this feature available in Creatio.
- How to open the record page (Account/Contact) of that customer when an incoming call is received from that existing customer.
Any information on this will be helpful.