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If multiple accounts or contacts can be found in CRM by phone number, the system displays a grid underneath the phone, with some information of the records found.

The grid has the following columns:

  • Icon reflecting the type of entity (account or contact)

  • Name (clickable to open the record)

  • Address and City

  • Checkbox button to select a record in the context of the current call

Address and City columns of the grid can be replaced using custom plugins. The

var SampleCustomer = SampleCustomer || {};
SampleCustomer.Plugins = SampleCustomer.Plugins || {};

SampleCustomer.Plugins.manipulateSearchResults = async function(context) {
    debugger;
    context.customerSearchResults.setColumnHeaders(["foo", "bar"]);
    context.customerSearchResults.setRowData("b41a1595-e321-ec11-b6e6-6045bd8a1d39", "foo", ["bar", "qwe"]);
};
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