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.
Required Clarification
- 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.
Reference:
Any information on this will be helpful.
Best regards,
Bhoobalan Palanivelu.
Like
Hello Bhoobalan,
We are using Asterisk connector too.
The system display informations from the Call section.
When an incoming call is received you can do a process which open the customer page when an incoming call is inserted in the database.
On our system, each time we received an incoming call, a process (Incoming call recording process) is launched. This process is in the package CrtSLM. You should find it on your system because we can see that incoming calls are displayed on your screen.
So next action is build a process which open the contact page when a record is added, like this:
Hope it will help you !
Nico
Hello Bhoobalan,
We are using Asterisk connector too.
The system display informations from the Call section.
When an incoming call is received you can do a process which open the customer page when an incoming call is inserted in the database.
On our system, each time we received an incoming call, a process (Incoming call recording process) is launched. This process is in the package CrtSLM. You should find it on your system because we can see that incoming calls are displayed on your screen.
So next action is build a process which open the contact page when a record is added, like this:
Hope it will help you !
Nico
LÉZORAY Nicolas,
Thanks for the insight shared, appreciate it!
I would like to know whether you're using this Asterisk call recording connector too (https://marketplace.creatio.com/app/asterisk-call-recorder-creatio).
I couldn't find the process "Incoming call recording process" in the system. Is it possible for you to export the BP and share it? It would be great If you could share the BP that you have added as an attachment (Open Page after an incoming call).
Best regards,
Bhoobalan PAlanivelu.
We are only using the asterisk connector : https://academy.creatio.com/documents/administration/7-13/how-integrate…
We do not use the add-ons you mention for the connector.
The process "Incoming call recording process" is a process that we build ourself. I sent it to you in a Creatio personnal message.