As I've recently moved my customer database to SugarCRM I thought it would be great if I could integrate it with my Asterisk PBX.The idea is when a customer calls in, I automatically see their details pulled up on the SugarCRM web page on my computer. This allows me to be 'ready' to speak to them and have all their details to hand.
After posting on twitter that I was looking at ways to do this, I received a reply from @wichardnoppert, Wichard Noppert, pointing me to a plugin for SugarCRM called 'notein'. Thanks Wichard!
A quick search lead me to the authors website . It's not a plugin which you are able to install via the normal SugarCRM method through the web interface, you must download the tar file and extract it in your sugar root directory. Basically it places a single php file in your sugar root and creates a directory called pp_contact with the main files in.
All you need to do then is edit your manager.conf file for asterisk and make sure it allows connections from your PC that you will want the Sugar web page to appear on.
Next you will need to download the Asterisk Desktop Manager, ADM. You can get this from the authors site here http://adm.hamnett.org/ . Install this on the PC which is next to your phone. When a call comes in, and the number is in your SugarCRM database it will open up a browser window with the details of the person/customer calling and a section on the left side of the browser ready for you to add a note to the customer record. Neat!
Apart from configuring ADM with the IP of your Asterisk box and the password which you set in /etc/asterisk/manager.conf, you must configure it to open a browser when a call comes in. There is a box which you need the following entering in:-
http://<ip or hostname of your sugarcrm>/sugar/pp_index.php?number=%number%
This seems to work well with one annoying exception. If the number coming in is not in your sugarcrm database the web page will still appear but an error will be displayed. I've not managed to fix this as yet, it's rather annoying so if you get it going and have any ideas about it please let me know.
2 comments:
you're quick :-).
I'll have a look at my installation and send you my versions of the files, I had the error when I started but fixed it so there was no error anymore when the number is not found.
Wichard
Thanks, that would be great. At the moment when an unknown caller rings in I see:-
Warning: Invalid argument supplied for foreach() in /var/www/html/syrup/pp_contact/functions.php on line 178
Warning: Cannot modify header information - headers already sent by (output started at /var/www/html/syrup/pp_contact/functions.php:178) in /var/www/html/syrup/pp_contact/select_sugar.php on line 58
Also it seems to open 2 windows instead of the usual 1 window?
Thanks!
Mike
Post a Comment