Contact Details
Website: techextension.com Store :store.techextension.com
Email: support@techextension.com Skype: tech.extension
Product Page: Sugarcrm Click To Call Integration
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
Step 2: Navigate to Admin > Module Loader
Step 3: Click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.
Step 4: Select the file from your local computer.
Step 5: After you select your file, click the "Upload" button to complete the process
Step 6: After it has been uploaded, the package will show in the Uploaded Packages panel
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.
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
Step 3 Fill the details And Click on update
Step 4: Sent Email to support@techextension.com and ask for activation key
Step 5: Enter 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
Step 3 Enter CRM URL And SAVE
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
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 )
Steps 5 Please Save the Configuration and create Following Panel
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.
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.
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.
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.
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. .
Step 8: After the package has been uninstalled, it can be deleted from your instance via the Uploaded Packages panel.
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