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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://wildix.atlassian.net/wiki/x/oAXOAQ |
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Setup the Integration as Vtiger Module
Setup the Module
- Log in as the Administrator
- Click on the menu icon
in your Vtiger dashboard - Choose Settings → CRM Settings item
- Click on Modules shortcut
- Click on the Import Module from Zip button from the top-right corner.
- Accept the disclaimer and click on Select from My Computer button
- Upload the package
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Log in as the Administrator.
- Click on the menu icon in your Vtiger dashboard
- Choose Settings → CRM Settings item
- Click on INTEGRATION → PBXManager item
- Click on the Edit button from the top-right corner
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
Save the settings.
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You can not call contacts without a phone number. The application recognizes All Phone fields.
- Locate the number that you want to dial in a Сontact record.
- 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.
- 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.
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