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modestcrab / 3CX-Pipedrive-Integration

3CX-Pipedrive Integration
GNU General Public License v3.0
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AgentExtension-XX Pipedrive doesn't have phone number field for users. #1

Closed mattpr closed 6 months ago

mattpr commented 8 months ago

Readme says:

Go to Pipedrive and create a contract for each of your user that will use the system. Make sure their email on pipedrive matches the email on 3CX. In the phone number field enter AgentExtension-XX where XX represents the users extension in 3cx.

...but pipedrive apparently doesn't have phone number field on a user level.

https://devcommunity.pipedrive.com/t/how-to-add-update-phone-number-to-a-user/3638

What am I missing?

modestcrab commented 6 months ago

Readme says:

Go to Pipedrive and create a contract for each of your user that will use the system. Make sure their email on pipedrive matches the email on 3CX. In the phone number field enter AgentExtension-XX where XX represents the users extension in 3cx.

...but pipedrive apparently doesn't have phone number field on a user level.

https://devcommunity.pipedrive.com/t/how-to-add-update-phone-number-to-a-user/3638

What am I missing?

You need to create a new contact in the address book. Go to contacts > people > +person

Add a new person that is your employee and then add a phone number.

Sorry if this wasn't clear...

mattpr commented 6 months ago

Ah, "contract" is supposed to be "contact". Got it.