SuiteCRM Installation Guide
1. System requirements
SuiteCRM plug-in system requirements:
- SuiteCRM 7.x
2. Please Check Before Installation
- You have SuiteCRM installed (see above for the version information).
- You have the All-In-One CTI installation package downloaded from the SuiteCRM Store.
- You have the PBX plug-in installed on your PBX (please see links below in Chapter 5 to download plug-in)
3. Plug-in Installation
1) Login to your SuiteCRM as administrator.
2) Upload and install plug-in with Module Loader. You can find Module Loader on Admin page, Developer Tools section:
3) Once you installed the plug-in in should appear in Module Loader with Enabled state:
4. Plug-in Configuration
1) Open SuiteCRM Admin page and find the All-In-One CTI configuration section:
2) Click the Module Configuration link.
3) Define the Host and Port of the All-In-One CTI PBX-connector:
Note! You can leave Password empty. Password is used only if you set Password in PBX-connector configuration file.
Note! In many countries the number of digits in the phone number can be different. The number of digits in the phone number also depends on where the call comes from - your city, from your country or from another country. "Match only last N digits" defines how CRM searches clients for pop-up window. For example, if you set "Match only last N digits=10" and you get incoming call from +44-345-022-34-41 then CRM shows clients which have "3450223441" in there phone numbers (i.e. client may have both phone number formata - 345-022-34-41 and +44-345-022-34-41).
Note! Please set check-box "Disable" in case you want to disable CTI-integration without deleting/disable the module.
Note! If you have FreePBX version 2.11 and above please do the following instead. Find the /etc/asterisk/cel.conf link and find the actual folder this link maps to (/var/www/html/admin/modules/cdr/etc/ by default). Please copy PBX-connector configuration file cel.conf to that folder and overwrite the existing file (it's safe!).
5. Updating SugarCRM User Settings
1) Now you need to make All-In-One-CTI settings visible. Open SugarCRM Admin page and go to Studio, Developer Tools section:
2) Find there module Users:
3) Select module component Layouts:
4) Select EditView field:
5) Add New Panel and New Row (drag and drop controls onto layout)
6) Change panel label to "All-In-One-CTI Integration settings" (click on the pencil near "New Panel 2") and add fields "Extension", "Incoming Call notification", "Click-to-Call" from the Toolbox (drag and drop onto layout):
Click "SAVE & DEPLOY" to save and apply your settings.
7) Open SugarCRM Admin page and go to User Management:
8) Choose user and go to User Edit page. Find the All-In-One CTI section:
9) Update Internal Phone with the appropriate internal phone number (extension number) of that user. Click "Save" button to save changes. Update settings for all users (that will be using the All-In-One CTI) in the same way.
6. Popular PBX`s plug-in download links
Asterisk 1.8 32 bits http://www.prostiezvonki.ru/installs/prostiezvonki_asterisk1.8_x86.zip
Asterisk 1.8 64 bits http://www.prostiezvonki.ru/installs/prostiezvonki_asterisk1.8_x64.zip
Asterisk 11 32 bits http://prostiezvonki.ru/installs/prostiezvonki_asterisk11_x86.zip
Asterisk 11 64 bits http://prostiezvonki.ru/installs/prostiezvonki_asterisk11_64.zip
Asterisk 13 32 bits http://prostiezvonki.ru/installs/prostiezvonki_asterisk13_x86.zip
Asterisk 13 64 bits http://prostiezvonki.ru/installs/prostiezvonki_asterisk13_x64.zip
FreePBX 2.x 32 bits http://prostiezvonki.ru/installs/prostiezvonki_freePBX_asterisk13_x86.zip
FreePBX 2.x 64 bits http://prostiezvonki.ru/installs/prostiezvonki_freePBX_asterisk13_x64.zip
! Please send email to firstname.lastname@example.org to get trial license key for your PBX. In your email please tell us what PBX you have.
Please find installation guides to install plug-in for your PBX here:
Asterisk and FreePBX https://store.suitecrm.com/docs/allinone-cti/install-guide-asterisk-freepbx
If you have another PBX please send email to email@example.com. If we support your PBX we will reply you with PBX plug-in attached, installation guide and trial license key.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Asterisk Integration With SuiteCRM
SuiteCRM Asterisk Integration, Click To Call, Call Notification Popup, Call Logs, Call Recordings, Call notes, Call transfer.
Supports Asterisk, FreePBX, Elastix, VICIDial
Easy OVH Click2Call (OVH VoIP offers)
Save time for your Sales Representatives and Teammates by linking your subscribed OVH VoIP offers with all SuiteCRM phone fields, allowing them to establish a connection with a contact with just a single click on the phone number! Requires a valid OVH Enterprise VOIP subscription.