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How to set restrictions for dialing from a related CRM-record?

Generally, TelephoneIntegration allows users to dial from related CRM-records. But users also have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).

Requirements: TelephoneIntegration

           

Figure 1: Outgoing call from an opportunity without restrictions, displaying all available related phone numbers.

       
Figure 2: Outgoing call from an opportunity with restrictions, not displaying related contacts and leads.


In order to set restrictions, you have to create a new settingskey for TelephoneIntegration

1. To create a new settingskey, follow the steps in this article.

2. Insert the following structure for your new settingskey:

Name*: DFR_Disable_{entity name}
KEyValue: entity name1;entity name2; entity name3
Furthermore, set IsCached as yes 

In our example (dialing out starting from an opportunity, accounts should be displayed, but not the related contacts and leads), we have to type in the following structure:

< DFR_Disable_opportunity, contact;lead >


Figure 3: Newly created settingskey

If you want to disable all subrelated data records (meaning that you do not want any related record to be displayed), you have to insert a * into the KeyValue-field and DFR_Disable_opportunity into the Name-field.

3. Result

If you now call out from Opportunity, the TI balloon will only display accounts, but not the related contacts and leads.


Figure 4: Opportunity


Figure 5: Outgoing call from an opportunity with restrictions, not displaying related contacts and leads.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




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