||intelli-CTi does not find the Contact during an incoming call
||This article relates to the following products:
- intelli-CTi for Infor CRM (Saleslogix)
If intelli-CTi does not find a related Contact within Infor CRM (Saleslogix) during the event of an incoming telephone call, this may be due to one of the following reasons:
- The Infor CRM (Saleslogix) Contact may not have this telephone number listed against their contact record?
Solution: Check the Contact record has the incoming telephone number listed against their record.
- intelli-TNS may not be enabled or configured correctly, and/or historic telephone numbers have not been migrated into intelli-TNS?
Solution: Review the intelli-TNS system settings to ensure that intelli-TNS is enabled and that historic telephone numbers have been successfully migrated – See the ‘Migrating Your Telephone Numbers into intelli-TNS’ section of the “intelli-CTi for Infor CRM (Saleslogix) – Getting Started Guide“.
- The telephone number may have been withheld by the caller?
Solution: In this scenario there is nothing that intelli-CTi can do to automatically identify the caller. The intelli-CTi call notification screen does however provide the ability to manually search for the caller.
See the intelli-CTi Help Center User Guidelines for important considerations of use.