Professional Documents
Culture Documents
General notice:
The Sugar CRM integration consists of two modules for each party. One module is for
Elastix/FreePBX and the second one for SugarCRM.
Both these modules are "upgrade safe" so SugarCRM updates or studio changes will have no affect
on SugarCRM module. Also the Elastix/FreePBX can be installed by standard module installer
and will only affect the dial plan .
Unfortunately Elastix 1.6 or FreePBX 2.5 requires one file change but since Elastix 2.0
the dialplan is already changed by functions so no extra changes are required.
Installation of SugarCRM:
Once you are done with downloading of CRM and install of SugarCRM module. The image below
explains how you can start with the installation process.
Step 2: Click "SugarCRM VOIP Connector" and as you do so, you will be redirected to a module
to assign users to extensions.( Refer Images)
Step 4 : Configure SugarCRM connection data (you need url,username and password for this) The
usename and password are needed for security reasons so that only a registered user can access
SugarCRM module. This section maybe should be included in Elastix links.
Voila! Your installation is complete.
Also the "Call" record will be related to corresponding Contact/Lead/Account so you will also have
a clear history of previous actions for Contact/Lead/Account. Contact/Lead/Account will be
displayed on Elastix extensions sip phones or the ones you are using.
Now when an agent (Elastix extension) will pick the call, his action will be tracked in SugarCRM
and will mark the "Call" record as call "Answered"
After the call is finished (answered or not), it is updated in SugarCRM record again to enter the
total duration and moment when the call was ended or mark it as "Not Held"
SugarCRM Module:
http://www.topsoft.ro/sugarcrm_freepbx_elastix_trixbox/SugarCRM_VOIP_Connector_CE.zip
FreePBX/Elastix/Trixbox Module:
http://www.topsoft.ro/sugarcrm_freepbx_elastix_trixbox/sugarcrm-1.0.0.1.tar.gz
Support:
http://www.topsoft.ro/product_info.php/cPath/53/products_id/213
Development:
http://www.topsoft.ro/product_info.php/cPath/53/products_id/223
Pro version:
http://www.topsoft.ro/product_info.php/cPath/53/products_id/203
This software is released as it is.Danmar Computers can't be reliable for any damages of any kind,
no matter of free/paid modules/development/customizations.