||Not seeing any entity details appearing in the Infor CRM (Saleslogix) Dialer?
||This article relates to the following products:
- intelli-CTi for Infor CRM (Saleslogix)
If you select the intelli-CTi CRM Dialer for Infor CRM (from the Breeze bar) and do not see any CRM entities appearing in the dialer when you select them in Infor CRM (Saleslogix), this may be due to one of the following reasons:
- (Internet Explorer) The CRM Server URL has not been added to Internet Explorer’s list of “Trusted Sites”.
Solution: Within the Internet Explorer settings, you need to add the URL of the current Infor CRM site to the list of “Trusted Sites” – see the ‘Add CRM Server URL to Trusted Sites’ section of the “intelli-CTi for Infor CRM – Getting Started Guide“.
- (Chrome) QGate’s Chrome Support Extension is Disabled.
Solution: In order for QGate products to integrate with Chrome, we deploy our own Chrome extension to provide integration support. Due to security/trust reasons, our extension requires user confirmation to become “Enabled”. To achieve this see this Article (chrome integration issues)
- You are trying to dial an entity from a different CRM server to the one configured in Breeze’s Infor CRM Integration service.
Solution: Infor CRM integration, such as the CRM Entity Dialer will only work against the same CRM Server that has been configured in the “QGate Integration Service for Infor CRM” Breeze service. See the ‘Configuring intelli-CTi for Infor CRM on the Client’ section of the “intelli-CTi for Infor CRM – Getting Started Guide“.
See the intelli-CTi Help Center User Guidelines for important considerations of use.