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How to assign unresolved numbers to exisiting CRM records

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.




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