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Status Under review
Created by Eric Lindman
Created on Apr 15, 2021

Vertafore AMS360 insurance agency management software

It would be great if the number could match to customer records and open them as a call comes in and save activities (calls, faxes, texts) directly to the customer record

  • Admin
    Becky Hensley
    Apr 22, 2021

    Eric, we've updated the category to an integration, as that may be more of what you're asking for here, but if you have additional details that will help us get this to the right part of the product team, please share them here.

1 MERGED

Vertafore QQ Catalyst Integration

Merged
Add the ability to automatically pull up a customer file in QQ Catalyst when an inbound call is accepted or an outbound call is initiated. Also add automatic documentation of the call and a link to a recording of the call. See lightspeed's integra...
Marcus Webster 3 months ago in RingCentral Integrations 0 Under review