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

    Telephone CRM



      Telephone CRM


           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

               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...