1 Reply Latest reply on Dec 10, 2013 10:59 AM by philmodjunk

    Telephone CRM

    RehmanAkram

      Title

      Telephone CRM

      Post

           is it possible to build crm as customer rings i.e on your skype number and then FM brings up the details of that person ? if yes how to get it done 

        • 1. Re: Telephone CRM
          philmodjunk

               Not unless there's a plug in for that.

               But you could set up a global field on a FileMaker layout such that you could drag and drop or copy/paste the number into it and then a script trigger automatically performs a find for a record or records with that number...