VoiceRD / Asterisk Integration for SugarCRM
From VoiceRDWiki
Contents |
HISTORY
The Asterisk VoiceRD Integration patch for SugarCRM comes in 2 flavors. OpenSource (OS) and Professional (PRO), not to be confused with the flavors of SugarCRM. Once the patch is installed, it will generate links or icons (Optional Configuration Setting) for phone numbers in the Accounts, Contacts, and Leads module. When clicked, the Asterisk/VoiceRD Server will proceed to ring the SugarCRM users' VOIP phone, after the user picks up his phone, the Asterisk/VoiceRD server will then go ahead and dial the number which was clicked. The OS Version of the patch allows for simplistic click to call capabilities. The PRO version allows for many more features through the use of a popup. In the popup you can quickly create a note, a task, or schedule a future meeting or call. You also get more details about the caller listed on the popup itself. An easy click button that can be used to generate a call log for the current call and a button to begin recording the call.
INSTALLATION
1. Acquire the latest release of the Asterisk VoiceRD Integration zip file. Free version can be downloaded from (http://www.sugarforge.org/frs/?group_id=204). Professional Version can be found (http://www.voicerd.com/VoiceRD_purchase.php)
2. Log into your sugarcrm instance using a priveldged user account like admin.
3. Select the "Admin" link at the top right of the web browser.
4. Select the "Upgrade Wizard" link whithin the "System" grouping.
5. Follow the on screen prompts and provide the zip file when asked.
ADMIN CONFIGURATION
Admin configuration consists of some system settings information being provided to the SugarCRM instance so that connection can be established to the Asterisk/VoiceRD server.
ADMIN CONFIGURATION - ASTERISK
1. Edit "/etc/asterisk/manager.conf" on the Asterisk/VoiceRD server as follows:
[general] enabled = yes port = 5038 bindaddr = 0.0.0.0 ; Each user has a section labeled with the username ; so this is the section for the user named "sugaruser" [sugaruser] secret = secretpass deny=0.0.0.0/0.0.0.0 permit=192.168.0.1/255.255.255.0 permit=127.0.0.1/255.255.255.0 read = system,call,log,verbose,command,agent,user write = system,call,log,verbose,command,agent,user
2. Make sure the IP of the system that the SugarCRM integration module is running on is correctly set in a "permit=" line.
3. For more information on configuring the manager.conf in Asterisk/VoiceRD, please visit: (http://www.voip-info.org/tiki-index.php?page=Asterisk%20config%20manager.conf)
ADMIN CONFIGURATION - SUGARCRM
1. Log into your SugarCRM instance using a priveldged user account like admin.
2. Select the "Admin" link at the top right of the web browser.
3. Select the "System Settings" link whithin the "System" grouping.
4. Scroll until you find the Asterisk/VoiceRD configuration section that was just added by the patch.
5. Check the box to enable Asterisk/VoiceRD integration.
6. Check the box to enable Asterisk/VoiceRD Pro Version
NOTE: If you do not have the PRO version of the Asterisk/VoiceRD Patch, checking this box will display a link of where the PRO version can be acquired.
NOTE: Asterisk Auto Pickup feature requires that you have phones Polycom phones configured with the VoiceRD web console.
7. Fill in the rest of configuration values as they pertain to your instance of Asterisk/VoiceRD
8. Click the "Save" button at either the top of bottom of the page to save your settings.
USER CONFIGURATION
In order for a given user to use the Asterisk/VoiceRD click to dial capability, they must complete their own configuration
1. Log into your SugarCRM instance using your own user account.
2. Select the "My Account" link at the top right of the web browser.
3. Choose "Edit" to change your personal information.:
5. If configured by the administrator, check the "Asterisk Auto Pickup" box to enable your phone to automatically pickup a call from the Asterisk/VoiceRD Server.
4. Fill in the "Asterisk Phone Extension" with your phone extension.
NOTE: Valid extension formats include: 5820 (392) 283-2834. SIP/3923 or IAX/3923 (or any other technology).<br>5. Click the "Save" button at either the top or bottom of the page to save your personal settings.
