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Zoom AI Companion2022-11-02 08:30 AM
We use a secondary customer service program that requires us to enter the incoming phone number to locate an account.
The phone number is hidden during the call which is not very efficient.
2022-11-02 11:49 AM
Check you desktop app settings under the phone tab. I'm attaching a screenshot that I use that just opens a new browser tab with a Google search of the incoming call's caller ID. You might be able to "screen pop" a record in your application if it browser based and takes variables.
2022-11-02 12:57 PM
We can do this but it's a bit clunky. It would nice to be able to do this right from our phone app.
2022-11-04 02:41 PM
hi dkaseman,
another clunky way to capture the incoming caller-id is to use a tool such as snagit. i tested this approach which takes less than 10 seconds.
i agree with you that having the ability to use copy from zoom phone and paste to your crm or other application is important. it will save time and reduce errors.
i will submit to zoom.us/feed
i hope others will also submit.
thanks, eliot