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Phone Connect

Phone connect log entries on the customer, vendor, contact card are not written for incoming calls

In Process

When using Phone Connect, incoming calls are not being logged as expected on the customer, vendor, or contact card.

Created: August 27, 2024

Internatl caller card for every incoming call

Fix Planned

When the "Search Internal Call In Database" function is activated in the Phone Connect module setup with "Microsoft Teams" as the selected interface, the system incorrectly opens the internal caller card for every incoming external call, even when the caller's number is stored in the customer database. The expected behavior is for the system to open the external caller card with the customer's information for such calls.

Created: August 22, 2024

Contact is not found

In Review

When initiating a call using the Phone ConnectTray in BC14 version, the system incorrectly identifies the caller as unknown, if the contact number has an additional 0 at the start..

Created: June 24, 2024

Phone Connect | Instability of the web service / connection

In Review

Known Issue: Upon the installation and configuration of Phone Connect and Phone Connect Tray, the connection to the Webservice is not maintained as expected. It is observed that the connection, which should ideally be created only when receiving a phone call, is held up after being connected and then closes automatically after a certain period of time.

Created: June 20, 2024

Known Teams Caller with Unknown Caller Card

In Review

Phone Connect fails to identify incoming callers by their Microsoft Teams name or email address. Instead, it opens an unknown caller card, even when the caller's information is already registered in the system.

Created: July 26, 2024

Caller Action - Create Sales Quote on Contact Caller Card not working

In Review

When setting up a Phone Connect environment and assigning the caller card contact sales, an error occurs when attempting to create a sales quote. The system incorrectly identifies the contact number as a non-existing customer number, preventing the creation of the quote. The issue arises from the system not properly using the customer or vendor number from the Contact Caller Card for quote creation.

Created: August 26, 2024