What is vtiger CRM?

vtiger CRM is 100% Open Source Customer Relationship Management solution built over LAMP/WAMP stack and other third-party open source packages.

vtiger CRM software can be installed in Windows NT/2000/XP/2003 and different types Unix/Linux-based distributions, such as RedHat 7.2/8.0/9.0, Debian 3.0, SuSe 9.0, Fedora Core 3.0, Mandrake 10.0, Mac OS, and FreeBSD.

How is vtiger CRM different from other CRM software?

The vtiger CRM software installation is hassle free, as we have bundled well-tested third-party software, such as Apache, MySQL, and PHP along with CRM-specific source code. Most of the other open source CRM software providers offer only the application and ask users either to install all other LAMP/WAMP third-party software or approach them for installation.

So what have we done to add to your productivity.

Using vtiger as a crm package is great but in its default incarnation does not support CTI intergration. This is a problem as its time consuming to see a number then have to dial it,  But intergrating it into Asterisk can easily be achieved.

For click to call greasemonkey provides a very slick click to call solution. The original version of this by yaptel.com has now been modified to log calls and all commonl scripts with the users extension being stored in the firefox preferences.

For cli popping we use flash operators panel.  This passes the CLI to vtigers  search function so that it searches the complete database for ANY entry of the number not just phone number fields.

So how is it done.

What follows is the readme supplied with the files here.

Vtiger / Asterisk Intergration  Copyright (C) <2008>  <cyber-cottage.co.uk>

    This software is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by
    the Free Software Foundation, either version 3 of the License, or (at your option) any later version.

    This software is distributed in the hope that it will be useful but WITHOUT ANY WARRANTY; without even the implied warranty of
    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the GNU General Public License for more details.

    To see a copy of the GNU General Public License 

    see <http://www.gnu.org/licenses/>.

==============Popping================

The files enclosed in this archive are the basic files to intergrate Flash Operators Panel <www.asternic.org>, Asterisk <www.asterisk.org> and the Vtiger Crm package <www.vtiger.org>

There are two parts to this Click to Call and "popping". And is only tested against Firefox.

By popping we mean in this instance the searching of the vtiger package for ANY instance of the presented number, Not just in number fields.

There are few files requiried to achieve this.

These are

crm.html        Frames page to load the crm and button and that users browse 2.

crm1.php        PHP helper to pass the cli information to Vtiger's search function

index-crm.html    Page to load the button

In the index-crm.html file you need to change the mybutton= to what ever button is the required on in the ops_crm.cfg

For Example: <embed src="operator_panel.swf?context=crmPANEL&mybutton=1&url=crm1.php

ops_crm.cfg        Flash ops definition of the button, to be included in ops_button.cfg

all files are placed in the flash ops panel directory, at present a  index-crm.html and crm.html is required for each user

To use the user just browses to <serverIP>/crm.html

==============Click2Call================

This uses greasemonkey,

First install greasemonkey https://addons.mozilla.org/en-US/firefox/addon/748

Then copy the two files click2call.php and cyjax_1.user.js to a directory on your webserver that is accesable to users.

It does not need to be in theory the same server as asterisk but proves simpler if it is.

Make the changes as required such setting the account in the manager.conf with relevent securtity the same also goes for the directory on
the webserver for example allowing access form only the subnet that users will be in.

The cyjax_1.user.js regex is set to recognise numbers in the format 012341234567 this can be changed if required.

Now browse to <serverIP>/cyjax_1.user.js and you will be prompted to install the script.

when you load a page with a number for the first time you will be prompted for your extension number. this is stored in the firefox preferences. to clear it browse to about:config and filter on "grea" and delete the entry with your number

When you shutdown and restart firefox you will be prompted again.

BUGS: (features ;-) )

When doing a clicktocall from vtiger it will search for the number you have called as its presented as CLI to the phone and the FOP button, so the popup code takes over and pops up the records.

This can be useful, Personally I like it, but if you dont. register 2 accounts on your phone(most decent hardphones support this) and set the unmonitored account as the click2call extension.