Replies posted by Priyanka.Massey

5 Replies

Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel/ Phone Number not appearing in the panel

@Annjse Is there any way we can show a person's work phone and work mobile number on the CRM panel in Outlook even when the “Protected” box is checked? We are trying to launch the panel for our Frontline Sales however they would like the panel to show phone numbers and mobile numbers for company employees in addition to the email address. 

6
Annjse
Hero (Employee)
3 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel/ Phone Number not appearing in the panel

Hi @Annjse Thanks for the response. It says under Help that “However, this check box is overruled when communication data is connected to an address with Work as the single address type.”  See the below screenshot where the contact meets the exception criteria but still, the phone number info is not visible on the CRM Panel and only the email address is visible in the panel -  

6
Annjse
Hero (Employee)
3 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel / How do I stop Outlook from switching to new Teams when making calls using the call icon in the CRM panel.

HI @Masheesh The team's version is fine on my end. However, we have identified a new issue. The call option gives the below error message when attempting to make a call in New Outlook -    Only get this error when attempting to make the call via the CRM Panel in the New Outlook. I can make a team call in New Outlook when not using the CRM Panel and call someone directly using Outlook contact info..

4
Priyanka.Massey
Sidekick (Customer)
3 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel / How do I stop Outlook from switching to new Teams when making calls using the call icon in the CRM panel.

Hi @Masheesh Thanks for responding :) It is working now in the old teams. The call is going through. However, if I switch to the new teams and then attempt to make the call, the call doesn’t go through.  

4
Priyanka.Massey
Sidekick (Customer)
3 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Forum FAQs & Help

CRM Panel - Is it possible to automatically reverse the name format when creating a new customer contact via the panel

@Marcel.Ausan Thank you for the input and suggestion about building a custom event. Was wondering if you have such a logic already in place and can share the details with us, if possible :)  

3
Marcel.Ausan
Superhero (Partner)
5 months ago

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