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: January 2023 Permalink: https://wildix.atlassian.net/wiki/x/oAXOAQ |
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Log in as the Administrator.
Fill up the settings.
Save the settings.
Keep Collaboration open while working with the application |
You can not call contacts without a phone number. The application recognizes All Phone fields.
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You can tell that you have an incoming call if you see a flashing red button near your tab name in the browser. It also plays the ringtone. You should also receive a notification in the top-right corner
To answer an incoming call, press the green button in the pop-up.
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You can say that Integration works if you see that notification at the top-right corner, after refreshing the Vtiger page.
Details about the call, if any, are displayed just above the Answer button, and typically include:
Under that information, you can see an Actions list. Click on this to see possible activities with the call:
When the caller's phone number can be matched with some number of existing Vtiger records, you can see the item View in Contacts. Click on this button will open a matching contact record in a new tab.
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 for the Leads.