Contact Details


 Website: techextension.com                     Store :store.techextension.com        

 Email: support@techextension.com          Skype: tech.extension 


Product Page: Sugarcrm Click To Call Integration


Download Module



Prerequisite


  • Require port 5038 for Asterisk Server.
  • Support Soft phone or Sip based hard Phone.
  • There should be connectivity between CRM and Asterisk server.
  • Please make back up of data of crm and asterisk and also crm folder before Installation.


# yum install php-gd php-imap php-ldap php-odbc php-mbstring php-pear php-xml php-xmlrpc php-soap
# yum install curl curl-devel perl-libwww-perl ImageMagick libxml2 libxml2-devel


Installation Guide



How to Install Using Module Loader

      



        

How to Activate sugarcrm Asterisk Module


 




            Admin User Configuration


                 




LET STARTS




1. How to Install Using Module Loader


After receiving the file that you would like to install, you must first upload it to your Sugar instance. To upload a file, follow the following steps:


Step 1: Go to Admin Panel

installation-sugarcrm-asterisk-integration-1


Step 2: Navigate to Admin > Module Loader


installation-sugarcrm-asterisk-integration-2



Step 3: Click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.



installation-sugarcrm-asterisk-integration-3



Step 4: Select the file from your local computer.


Step 5: After you select your file, click the "Upload" button to complete the process


installation-sugarcrm-asterisk-integration-4


Step 6: After it has been uploaded, the package will show in the Uploaded Packages panel


installation-sugarcrm-asterisk-integration-5


Step 7: You will be brought to the installation screen to confirm that the packages should be installed, and to read and accept any license or read me documentation as needed. Click "Commit" when ready to run the installation.


installation-sugarcrm-asterisk-integration-6



Step 8: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the installation process.



Step 9: Click Back to Module Loader when complete to return to Module Loader. If you do not need to install any further packages, you can navigate to any other section of Sugar as need be.


2. How to Activate sugarcrm Asterisk Module


After Successfully installation of Module, you need to Activate Module. Following steps describe activation process.


Step 1: Go to Admin Panel


Step 2 : Go to sugarcrm Asterisk Activation


sugarcrm-Activation-panel


Step 3 Fill the details And Click on update


sugarcrm-Activation-setting


Step 4: Sent Email to support@techextension.com and ask for activation key


Step 5: Enter Activation Key.


sugarcrm-Activation-activation-key 

3. Admin User Configuration


After Successfully Activation of Module, you need to Admin User setting Module. Following steps describe Admin User Configuration process.


Step 1: Go to Admin Panel


Step 2 : Go to sugarcrm Asterisk Configuration


sugarcrm-Activation-panel


Step 3 Enter CRM URL And SAVE


sugarcrm-Activation-crm-url


Step 4 Enter Your Asterisk Server Details By Step By Steps


Asterisk IP ( 192.168.1.3)

UserName : Asterisk server Admin Manager User Name

Password : Asterisk server Admin Manager Password

Internal Channel: SIP

External Channel: DAHDI


You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf


sugarcrm-Activation-admin-user-setting

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf

After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )


sugarcrm-Activation-admin-user-setting


Steps 5 Please Save the Configuration and create Following Panel


sugarcrm-Activation-admin-user-setting-save 


3. End User Configuration


After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.


Step 1 : Go to User Panel


Step 2 : Fill appropriate Details as shown here


Sugar / SuiteCRM Click To Call Integration Add-on User Configuration.


sugarcrm Click To Call Integration Addon User Configuration


Step: 3 Save the User profile


If user does not get phone icon near phone fields


Go to crm root Folder. Like if you have crm files on www/html/crm than crm is your root folder.


Edit .htaccess file. Remove Restriction. It should be like this.

htaccess


5. How to Uninstall Using Module Loader


After a package has been installed into your Sugar instance, it can be removed if it is no longer needed. When uninstalled, the package will remove any available customizations to your instance from the file system and database.


To uninstall a package, perform the following steps:


Step 1: Navigate to Admin > Module Loader.


Step 2 : Locate the package you would like to uninstall in the Installed Packages panel.


Step 3 :Click the "Uninstall" button.


Note: If you do not see an Uninstall button next to your package, that means that it is either defined to be permanently installed or files for that package that are critical to performing the uninstall are missing from the file system.


uninstallation-sugarcrm-asterisk-integration-1


Step 4: If the package has added any database tables to your instance, you will see a selection whether to remove or retain the database tables. If the database tables include any information you would like to keep, select the "Do Not Remove Tables" option. An example of this would be if you are uninstalling a custom module, but will be reinstalling a new version of the same module. You would want to keep the data, but remove any files associated with the old module that will be replaced with the new package..


Step 5: Click "Commit" when you are ready to uninstall the package.


uninstallation-sugarcrm-asterisk-integration-2


Step 6: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the uninstall process..


Step 7: Click Back to Module Loader" when complete to return to Module Loader. If you do not need to uninstall any further packages, you can navigate to any other section of Sugar as need be. .


uninstallation-sugarcrm-asterisk-integration-3

Step 8: After the package has been uninstalled, it can be deleted from your instance via the Uploaded Packages panel.


uninstallation-sugarcrm-asterisk-integration-4




Supported CRM Version


SugarCRM Community Edition (CE)

SugarCRM Pro

SugarCRM Corporate

SugarCRM Ultimate

SugarCRM On Demand

SugarCRM Open Cloud (European On Demand)


SugarCRM Versions:

6.1.x    6.4.x    6.5.x    6.6.x    6.7.x


Supported IP PBX / Call Center Server



Asterisk


Elastix


FreePBX


Vicidial


Asterisknow


Other Asterisk Based Telephonic Server




Contact Details


 Website: techextension.com                     Store :store.techextension.com        

 Email: support@techextension.com          Skype: tech.extension