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Info

This guide will lead you through the process of Vtiger integration usage, starting from an installation, and ending with practical examples for call receiving. 

Requirements

Created: March 2020

Updated: November 2021

Permalink: https://confluence.wildix.com/x/iADnAw


Panel
borderColor#ededed
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titleFeatures
  • Click-to-call 

  • Incoming and outgoing call popup
  • Auto-detect existing contact and redirect to its page
  • Creating a new contact via the pop-up


Table of Contents
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...

Setup the Integration as Vtiger Module

Setup the Module

  1. Log in as the Administrator
  2. Click on the menu icon Image Modified in your Vtiger dashboard
  3. Choose Settings → CRM Settings item
  4. Click on  Modules shortcut
  5. Click on the Import Module from Zip button from the top-right corner.
  6. Accept the disclaimer and click on Select from My Computer button
  7. Upload the package

...

  1. Log in as the Administrator.

  2. Click on the menu icon Image Modified in your Vtiger dashboard
  3. Choose Settings → CRM Settings item
  4. Click on INTEGRATION → PBXManager item
  5. Click on the Edit button from the top-right corner
  6. Fill up the settings.

    • Vtiger Asterisk App URL * — Your PBX in the following format pbxdomain.wildixin.com
    • Outbound Context * — doesn't matter
    • Outbound Trunk * — doesn't matter
    • Vtiger Secret Key * — Filled in automatically 
  7. Save the settings.

...

You can not call contacts without a phone number. The application recognizes All Phone fields.

  1. Locate the number that you want to dial in a Сontact record.
  2. Click on the number. The number is automatically dialed in the softphone (Collaboration application).
    • A number that has already been clicked cannot be clicked again for five seconds.
  3. Pop-up now shows contact info: name and phone number. And you'll receive a notification about an outgoing call in the top-right corner.

...

When the caller's phone number cannot be matched with some number of existing Vtiger records, you can see the Add to Contacts item. By clicking on this icon, you will open a new tab with a prefilled Phone number and Surname if it's possible.

The same applies fo0r for the Leads.