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CTI Connector - Use Business Agreement in CAD to Identify Customer

joseph_jomy
Explorer
0 Kudos

Hello All,

We are in CRM 7.0(lean). We are able to identify business partner using incoming phone number as parameter. But since we are a utility, most of our customers use business agreement(contract account) in IVR.

I did refer to note 707104. But steps outlined in note requires partner number as call parameter. Question is how can I use business agreement number in call attached data(CAD) to find partner. Is there a BAdi that I utilize?

Appreciate any help!

Thanks

anthonyx_uliano
Participant
0 Kudos

Hi Joseph,

Our team works with many customers on screen pop and account validation based on CAD. If you send me a message at Anthony.Uliano@amctechnology.com I can introduce you to someone that might be able to help.

Anthony Uliano

AMC Technology, LLC

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