Flexor CTI for Microsoft Dynamics 4.0 - Click-to-call menu

Description of Reported Problem

This FAQ applies only to Flexor up to version 2.1.112. From 2.1.113 and up no server side changes are required.

"Call with Flexor" menu in MS Dynamics contact form does not display numbers, and lists all phone number fields rather than just those with numbers:

Sample screenshot of Click-to-call menu that has not been initialised correctly

Solution

Summary

This occurs if the script added by the Camrivox Dynamics configuration tool for the Contact form OnLoad event is not installed correctly. To correct it, log in as a Dynamics account administrator and follow the instructions below

Details

Select 'settings' and 'Customization'

Dynamics customisation page

Click on 'Customize Entities'

Entities customisation page

Double-click on the 'Contact' item and select 'Forms and Views'

Contact customisation page

Double-click on the 'Form' item

Contact form customisation page

Click on 'Form properties'

Contact form events page

Ensure the 'OnLoad' item is selected and click the 'Edit' button

Contact form events page

In this form, ensure that the 'Event is enabled' checkbox is ticked, and that the following code is present (You may have other code here as well, if you have other customisations applied to your account.)

// Camrivox Flexor OnLoad start

var uls = document.getElementsByTagName('UL');

for(var i = 0;i0) {

var spans = menu.childNodes[0].getElementsByTagName('SPAN');

for(var j = 0;j0 && spans[j].childNodes[0].nodeType==3) {

spans[j].childNodes[0].data = spans[j].childNodes[0].data + business.value;

break;

}

}

} else {

menu.childNodes[0].style.display = 'none';

}



var home = document.getElementById('telephone2');

if(home && home.value && home.value.length>0) {

var spans = menu.childNodes[1].getElementsByTagName('SPAN');

for(var j = 0;j0 && spans[j].childNodes[0].nodeType==3) {

spans[j].childNodes[0].data = spans[j].childNodes[0].data + home.value;

break;

}

}

} else {

menu.childNodes[1].style.display = 'none';

}



var mobile = document.getElementById('mobilephone');

if(mobile && mobile.value && mobile.value.length>0) {

var spans = menu.childNodes[2].getElementsByTagName('SPAN');

for(var j = 0;j0 && spans[j].childNodes[0].nodeType==3) {

spans[j].childNodes[0].data = spans[j].childNodes[0].data + mobile.value;

break;

}

}

} else {

menu.childNodes[2].style.display = 'none';

}



var asst = document.getElementById('assistantphone');

if(asst && asst.value && asst.value.length>0) {

var spans = menu.childNodes[3].getElementsByTagName('SPAN');

for(var j = 0;j0 && spans[j].childNodes[0].nodeType==3) {

spans[j].childNodes[0].data = spans[j].childNodes[0].data + asst.value;

break;

}

}

} else {

menu.childNodes[3].style.display = 'none';

}



}

}

}

// Camrivox Flexor OnLoad end

Once you are happy with the 'OnLoad' code, click the 'OK' buttons on both the Event Detail form and the Form Properties form. Then click 'Save and Close' on the Contact page.

Now, select 'Publish' from the 'Actions' menu on the Entity:Contact page

Publishing Contact Entity changes

Finally, click the 'Save and Close' button on the Entity:Contact page. The Click-to-call menu should now behave correctly

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