The customer would like to search for contacts in ProCall from his Funny CRM and be able to open the contact found in his CRM via the ProCall menu in the contact details. In case of an incoming call, the phone number should be resolved from the CRM and it should be possible to open the contact by pressing a button from the call window. This should only be possible for contacts from his CRM, i.e. the button is only shown if it is a contact from Funny CRM. The records are to be referenced via the key field "ContactID". When asked, the customer has indicated that a contact in their Funny CRM can be accessed as follows:

FunnyCRM.accdb;<ContactID>

This is a Microsoft Access based CRM.

Implementation

For the search:

  1. Creation of an ODBC replicator to the Contacts table of MS Access FunnyCRM.accdb
  2. Replication of the database table
  3. Integration of the node dc=meta in the ProCall Client

For the link to the CRM:

  1. Setting up a user action Open contact in ProCall Client under Settings\General\Actions
    1. Assign action names
    2. Refer to the MS Access application
    3. In the command line refer to the FunnyCRM.accdb and parameterize with the key field ContactID to reference the record.
  2. Make action available in menu


  3. Restricting the action to data in FunnyCRM.accdb by setting a suitable filter

  4. In order to be able to open the contact from the conversation window even in case of an incoming call, the second checkmark must also be set