Purpose of This Guide
This guide helps resolve complete failures of the CTM-Dazos integration where users cannot access Dazos records from within CTM at all, or when multiple calls are missing Dazos links entirely.
Symptom/Error
You'll notice this issue when:
The Dazos CRM panel within CTM is completely non-functional
Users cannot access Dazos at all when working in CTM
Multiple calls are missing Dazos links (not just occasional missing links)
The integration that was previously working has stopped functioning entirely
⚠️ Note: This differs from occasional missing links on individual calls. This troubleshooting guide addresses complete integration breakdowns affecting the entire CTM-Dazos connection.
Cause
Complete CTM-Dazos integration failure indicates a breakdown in the integration connection between the two systems. This affects the ability to access corresponding Dazos lead, account, or intake opportunity records from within the CTM interface.
The integration should normally display working links to Dazos CRM records in the designated panel within CTM.
Solution
Since this is a system-level integration issue, you'll need to work with Dazos support to resolve it:
Collect specific call examples: Gather details for calls that should have Dazos links but don't, including:
Caller phone numbers
Caller names (if available)
Call dates and times
Any CTM call IDs
Document the scope: Confirm whether:
No calls have working Dazos links
Users cannot access Dazos from CTM at all
The issue affects all users or specific users
Contact Dazos support and provide:
Your CRM instance URL
The specific call examples you collected
Confirmation that the integration was previously working
Screenshots or screen recordings of the non-functional Dazos panel in CTM
Support will escalate to the product team, who will:
Review backend integration logs
Identify the connection breakdown
Apply the necessary fix to restore the integration
Test the resolution with your specific examples
Verify the resolution: Once notified by support, test the integration by checking that Dazos links appear correctly for new calls in CTM
Escalation
Contact Dazos support immediately if:
Users cannot access Dazos from within CTM at all
Multiple calls are missing Dazos links across different time periods
The CTM-Dazos integration was previously functional but has stopped working
The issue affects your team's ability to access lead and patient information efficiently
What to include in your support request:
Specific examples of calls missing Dazos links (phone numbers, names, dates)
Your CRM instance URL
Screenshots of the non-functional Dazos panel in CTM
Confirmation of when the integration last worked properly