TelephoneIntegration provides the possibility to assign unresolved numbers to already existing CRM records. This blog article outlines how do so.
To do so, you simply have to right-click on the number to open the context-menu. Then select the Add to Existing Record-option.
Figure 1: TelephoneIntegration balloon with option to assign unresolved number to existing CRM record or to create new record
A search window will open in which you could search for/select the required CRM record. Once found, close the window with a click on the [OK]-button and the number will be automatically added to one of the CRM records phone fields.
Please note: These phone fields have to be configured as Search Fields in the TelephoneIntegration Server configuration tool.
Figure 2: Search window
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.
reworkneeded … need graphic update