¶ Vtiger Configuration
Vtiger CRM does not require any special configuration.
¶ CRM Integration Service
Configure the CRM Integration Service with the following options:
Pressing the toggle button will enable or disable the service.
(E.g. On/Off)
- CRM Type
Select one of the CRM services supported by PBXware.
(E.g. Vtiger)
- Page URL
Enter a Vtiger CRM Page URL
(E.g. https://examplecompany2197.od2.vtiger.com)
NOTE: A Page URL is the first part of a URL of a user's Vtiger CRM instance.
Additionally, the 'Save to enable' button will appear which indicates that a user has to populate all fields on the page and 'Save' settings.
After populating all fields and saving the settings, the 'Test' button will appear.
Upon clicking the button, users will be prompted to a different pop-up window where they can enter the CRM account information in order to test the configuration.
- Username:
Provide the CRM account's username.
- Password:
Provide the CRM account's password.
- Caller ID:
Caller ID to search for a customer (optional).
- Log Call:
Setting 'Log call' to 'Yes' will create a log inside CRM.
(E.g. Yes/No)
After providing all the necessary information, press 'Run' and the CRM Integration test will be started.
¶ Log Options
Users can enable the CRM default log options that each gloCOM instance is going to use. In addition, each gloCOM instance can set its own log options if needed.
The default log options are:
- Log inbound calls
(E.g. Yes/No/Not Set)
- Log outbound calls
(E.g. Yes/No/Not Set)
- Log answered calls
(E.g. Yes/No/Not Set)
- Log unanswered calls
(E.g. Yes/No/Not Set)
- Upload recordings
(E.g. Yes/No/Not Set)
¶ CRM Behavior options
Users have the option to control the creation of new Leads, Contacts, or Accounts based on the availability of caller ID information. If the 'Create a new item if it doesn't exist' setting is enabled and the caller ID is unknown, the system will automatically open one of the available options, such as Leads, within the 'Default module' section. On the other hand, if the 'Create a new item if it doesn't exist' setting is disabled and the caller ID is unknown, the CRM will not be launched. However, if the caller ID is known, the system will proceed to open the respective page.
- Default module
Select one of the modules supported by CRM.
(E.g. Leads)
- Create a new item if it doesn't exist:
(E.g. Yes/No/Not Set)
Please refer to the example of how to integrate Vtiger CRM with PBXware:
.
¶ gloCOM Configuration
To configure gloCOM, please use the Vtiger’s username and Access Key as a password.
The Access Key can be found under the 'My Preferences' page in Vtiger.