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ringcentral / rc-unified-crm-extension

The Unified CRM extension provides connectivity and an embedded phone into a variety of CRM SaaS providers.
MIT License
1 stars 4 forks source link

Clio Not Syncing Contacts #8

Closed iprust closed 9 months ago

iprust commented 10 months ago

No contacts are coming over from Clio. The only contacts I see are from RingCentral. Every time I try to log a call, I get an error message saying to add the contact to the CRM.

DaKingKong commented 10 months ago

@iprust

Contacts won't be listed within the extension. We recommend to use click-to-dial (hover mouse on Clio page's number and call with popup call button). All contacts info will be fetched in realtime when requested (eg. inbound/outbound call, call logging etc.). Clio's doesn't support phone number format. We added a workaround method. Details are here in "Phone number formats" section: https://ringcentral.github.io/rc-unified-crm-extension/configuration/

Or you can refer to this video guide: https://www.youtube.com/watch?v=pQgdsAR1UCI

DaKingKong commented 9 months ago

Closing this ticket as there's no further updates