Option to restrict call associations by Record Type
Option to restrict call associations by Record Type.
Overview:
We have two Salesforce contact record types in our system. One is called "ACILEP Caller". The other is called "ACILEP Client".
Currently, the user cannot tell which Contact record type appears in the Softphone when a caller with an existing contact calls in.
Ideally, we'd like to only attach calls to the Contact record type called "ACILEP Caller". Is this possible?
2
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Nicole
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