Having servers preinstalled with both Freepbx and Vtiger on Windows
The needed is below :
Integrating FreePBX based on Asterisk and Vtiger 7.x to help achieve the below:
Click to Call from CRM
• Incoming Call Popup with Contact/Lead/Accounts Details
• Call pop up shows Previous Description
• Call logs with all details
• Create Account , Lead ,contact, Task Options in call Popup
• Call Hangup and Call transfer Option in Call Popup
Able to Save Note in call popup
Creating users and having them access to their own record or other as per configured
In a need of a connector (developed or open to be used ) and detailed steps in maintaining the connector; after installation as well as other necessary guide on the system installation,configuration and usage.
In summary after the configuration Vtiger users must be able to make outgoing calls, receive calls, and have access to recorded calls.
Note: users in crm & freepbx soft phone extensions are already made. Only linking between the 2 servers has to been done in such a way that every crm user's call is routed through the particular softphone extension which is assigned to that user.
Also while implementing click-to-call small change needs to be made in the crm which is that the mobile phone field should be masked, last 4 digits of the mobile phone should not be visible to the crm user to increase data security.
Bu iş için 4 freelancer ortalamada ₹7562 teklif veriyor
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