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#1 Success

Success

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Posted 16 March 2020 - 02:39 AM

We want to get one of our assistants to look up a person who calls in X2CRM and I would like to have a URL they could click to search though the URL.

So for example by phone, it might be like this;

http://www.domain.com/x2crm/?search=123-456-7890



#2 X2Clifton

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Posted 16 March 2020 - 11:23 AM

Hi Success,

 

As of now it's not possible to use a link that redirects directly to the record within the application. However if they just need other details about the record, they can use the API. If they are a user and have their API key (if they don't only an admin user can give it to them by going to Users > *Select User* > Update User and copy their API Key), they can go to a link like this:

http://www.domain.com/index.php/api2/Contacts/by:phone=1234567890.json

This searches the contacts module for a record with the "phone" field value "1234567890" and returns a JSON string of the contact info. I'll make sure to note that as a suggestion for a feature release! Let me know if this helps you! 






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