Exclusive Contact Association
Exclusive Contact Association makes it so that events can only be logged if a matching contact exists in your connected app. Without a matching contact, the event is skipped.
This is currently available for Clio.
How it works
Normally, Clio doesn't require a contact to log a call or SMS. The event gets logged either way, with or without a linked contact.
When Exclusive Contact Association is on, that changes. If Call Connector can't find or create a contact for the external party, the event is not logged. This applies to calls, SMS, and faxes.
This works alongside Contact Creation. If Contact Creation is also on, Call Connector will still try to create a contact before giving up. But if Contact Creation is off and no existing contact matches, the event is dropped.
When to use this
Turn this on if you only want events logged for people who are already in your Clio contacts. It prevents logs from being created for unknown callers.
Default: off
Related Articles
Contact Creation
Contact Creation determines whether Call Connector creates new contacts in your connected app when it can't find a match for the other party on a call or message. What happens on each event For every call, SMS, or fax, Call Connector tries to match ...
Contact Matching
How Call Connector Matches Calls to Contacts When you make a call, send a text, or receive a fax, Call Connector will attempt to match the external phone number from the telephony event to a contact in your connected Customer Relationship Management ...
Matter Association
Matter Association determines whether Call Connector tries to find and link a matter, case, or project to each logged event. How it works When enabled, after finding a contact for an event, Call Connector searches your connected app for a related ...
Automatic Contact Creation
When will Call Connector create a new contact? Call Connector will automatically create new contacts in your connected CMS or CRM systems if it does not find a contact match based on the phone number from the call (or email, if the event was a ...
Fax Logging
Fax Logging determines whether faxes sent and received through your phone system get logged to your connected apps. When enabled, each fax creates a log entry in your connected app. For apps that support file attachments, the fax document is uploaded ...