SugarCRM Community Edition (CE)
Support Document
Find Relevent Support Guide Here
After receiving the file that you would like to install, you must first upload it to your Sugar instance. To upload a file, follow the following steps:
Step 1: Go to Admin Panel
Step 2: Navigate to Admin > Module Loader
Step 3: Click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.
Step 4: Select the file from your local computer.
Step 5: After you select your file, click the "Upload" button to complete the process
Step 6: After it has been uploaded, the package will show in the Uploaded Packages panel
Step 7: You will be brought to the installation screen to confirm that the packages should be installed, and to read and accept any license or read me documentation as needed. Click "Commit" when ready to run the installation.
Step 8: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the installation process.
Step 9: Click Back to Module Loader when complete to return to Module Loader. If you do not need to install any further packages, you can navigate to any other section of Sugar as need be.
After Successfully installation of Module, you need to Activate Module. Following steps describe activation process.
Step 1: Go to Admin Panel
Step 2 : Go to sugarcrm Asterisk Activation
Step 3 Fill the details And Click on update
Step 4: Sent Email to support@techextension and ask for activation key
Step 5: Enter Activation Key.
After Successfully Activation of Module, you need to Admin User setting Module. Following steps describe Admin User Configuration process.
Step 1: Go to Admin Panel
Step 2 : Go to sugarcrm Asterisk Configuration
Step 3 Enter CRM URL And SAVE
Step 4 Enter Your Asterisk Server Details By Step By Steps
Asterisk IP ( 192.168.1.3)
UserName : Asterisk server Admin Manager User Name
Password : Asterisk server Admin Manager Password
Internal Channel: SIP
External Channel: DAHDI
Steps 5 Please Save the Configuration and create Following Panel
After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.
Step 1 : Go to User Panel
Step 2 : Fill appropriate Details as shown here
Step: 3 Save the User profile
If user does not get phone icon near phone fields
Go to crm root Folder. Like if you have crm files on www/html/crm than crm is your root folder.
Edit .htaccess file. Remove Restriction. It should be like this.
After a package has been installed into your Sugar instance, it can be removed if it is no longer needed. When uninstalled, the package will remove any available customizations to your instance from the file system and database.
To uninstall a package, perform the following steps:
Step 1: Navigate to Admin > Module Loader.
Step 2 : Locate the package you would like to uninstall in the Installed Packages panel.
Step 3 :Click the "Uninstall" button.
Note: If you do not see an Uninstall button next to your package, that means that it is either defined to be permanently installed or files for that package that are critical to performing the uninstall are missing from the file system.
Step 4: If the package has added any database tables to your instance, you will see a selection whether to remove or retain the database tables. If the database tables include any information you would like to keep, select the "Do Not Remove Tables" option. An example of this would be if you are uninstalling a custom module, but will be reinstalling a new version of the same module. You would want to keep the data, but remove any files associated with the old module that will be replaced with the new package..
Step 5: Click "Commit" when you are ready to uninstall the package.
Step 6: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the uninstall process..
Step 7: Click Back to Module Loader" when complete to return to Module Loader. If you do not need to uninstall any further packages, you can navigate to any other section of Sugar as need be. .
Step 8: After the package has been uninstalled, it can be deleted from your instance via the Uploaded Packages panel.
SugarCRM Community Edition (CE)
SugarCRM Pro
SugarCRM Corporate
SugarCRM Ultimate
SugarCRM On Demand
SugarCRM Open Cloud (European On Demand)
SuiteCRM
Asterisk
Elastix
FreePBX
Vicidial
Asterisknow
Other Asterisk Based Telephonic Server
After receiving the file that you would like to install, you must first upload it to your Sugar instance. To upload a file, follow the following steps:
Step 1: Go to Admin Panel
Step 2: Navigate to Admin > Module Loader
Step 3: Click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.
Step 4: Select the file from your local computer.
Step 5: After you select your file, click the "Upload" button to complete the process
Step 6: After it has been uploaded, the package will show in the Uploaded Packages panel
Step 7: You will be brought to the installation screen to confirm that the packages should be installed, and to read and accept any license or read me documentation as needed. Click "Commit" when ready to run the installation.
Step 8: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the installation process.
Step 9: Click Back to Module Loader when complete to return to Module Loader. If you do not need to install any further packages, you can navigate to any other section of Sugar as need be.
After Successfully installation of Module, you need to Activate Module. Following steps describe activation process.
Step 1: Go to Admin Panel
Step 2 : Go to sugarcrm Asterisk Activation
Step 3 Fill the details And Click on update
Step 4: Sent Email to support@techextension and ask for activation key
Step 5: Enter Activation Key.
After Successfully Activation of Module, you need to Admin User setting Module. Following steps describe Admin User Configuration process.
Step 1: Go to Admin Panel
Step 2 : Go to sugarcrm Asterisk Configuration
Step 3 Enter CRM URL And SAVE
Step 4 Enter Your Asterisk Server Details By Step By Steps
Asterisk IP ( 192.168.1.3)
UserName : Asterisk server Admin Manager User Name
Password : Asterisk server Admin Manager Password
Internal Channel: SIP
External Channel: DAHDI
Steps 5 Please Save the Configuration and create Following Panel
(cd /custom/modules/Asterisk/AsteriskServer/AsteriskManager/ )
Edit This File AsteriskProperties.xml
Here http://crmurl is same as your crm URL
java -jar AsteriskSupport.jar
If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps
If you get Following message. It is Successfully Integrated
Download Voip File
Extract voip.zip file
pwd
It will Give you path
Put It in to voip file
Upload voip file in to /etc/init.d/
Give voip file permission to 755
Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )
Run This Command if you have Debain OS ( update-rc.d voip defaults )
check status: ( service voip status )
Restart : ( service voip restart )
stop: ( service voip stop )
Start : ( service voip start )
After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.
Step 1 : Go to User Panel
Step 2 : Fill appropriate Details as shown here
Step: 3 Save the User profile
If user does not get phone icon near phone fields
Go to crm root Folder. Like if you have crm files on www/html/crm than crm is your root folder.
Edit .htaccess file. Remove Restriction. It should be like this.
After a package has been installed into your Sugar instance, it can be removed if it is no longer needed. When uninstalled, the package will remove any available customizations to your instance from the file system and database.
To uninstall a package, perform the following steps:
Step 1: Navigate to Admin > Module Loader.
Step 2 : Locate the package you would like to uninstall in the Installed Packages panel.
Step 3 :Click the "Uninstall" button.
Note: If you do not see an Uninstall button next to your package, that means that it is either defined to be permanently installed or files for that package that are critical to performing the uninstall are missing from the file system.
Step 4: If the package has added any database tables to your instance, you will see a selection whether to remove or retain the database tables. If the database tables include any information you would like to keep, select the "Do Not Remove Tables" option. An example of this would be if you are uninstalling a custom module, but will be reinstalling a new version of the same module. You would want to keep the data, but remove any files associated with the old module that will be replaced with the new package..
Step 5: Click "Commit" when you are ready to uninstall the package.
Step 6: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the uninstall process..
Step 7: Click Back to Module Loader" when complete to return to Module Loader. If you do not need to uninstall any further packages, you can navigate to any other section of Sugar as need be. .
Step 8: After the package has been uninstalled, it can be deleted from your instance via the Uploaded Packages panel.
SugarCRM Community Edition (CE)
SugarCRM Pro
SugarCRM Corporate
SugarCRM Ultimate
SugarCRM On Demand
SugarCRM Open Cloud (European On Demand)
SuiteCRM
Asterisk
Elastix
FreePBX
Vicidial
Asterisknow
Other Asterisk Based Telephonic Server
Data Type: TextField
phoneextension_c
Data Type: TextField
Field Name: call_source_c
Data Type: TextField
Field Name: call_duration_minute_c
Data Type: TextField
Field Name: call_entrysource_c
Data Type: URL
Field Name: record_c
Data Type: TextField
Field Name: call_destination_c
After receiving the file that you would like to install, you must first upload it to your Sugar instance. To upload a file, follow the following steps:
Step 1: Go to Admin Panel
Step 2: Navigate to Admin > Module Loader
Step 3: Click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.
Step 4: Select the file from your local computer.
Step 5: After you select your file, click the "Upload" button to complete the process
Step 6: After it has been uploaded, the package will show in the Uploaded Packages panel
Step 7: You will be brought to the installation screen to confirm that the packages should be installed, and to read and accept any license or read me documentation as needed. Click "Commit" when ready to run the installation.
Step 8: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the installation process.
Step 9: Click Back to Module Loader when complete to return to Module Loader. If you do not need to install any further packages, you can navigate to any other section of Sugar as need be.
Download techextension.zip File For SugarCRM 7 and Above Version
Download techextension.zip File For SugarCRM 6.X, SugarCRM CE and SuiteCRM All Version
Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension So web URL Like http://192.168.1.100/techextension ) than follow the steps
After Successfully Activation of Module, you need to Admin User setting Module. Following steps describe Admin User Configuration process.
Step 1: Go to http://IP/techextension/AsteriskSupport/
Step 2 :Fill sign up form with login name and desire password
Step 3 Login in ( http://IP/techextension/AsteriskSupport/)
Step 4 Do Configuration
Step 5 Enter Your Asterisk Server Details By Step By Steps
Asterisk IP ( 192.168.1.3)
UserName : Asterisk server Admin Manager User Name
Password : Asterisk server Admin Manager Password
Internal Channel: SIP
External Channel: DAHDI
Steps 6 Please Save the Configuration and create Following Panel
(cd /techextension/AsteriskSupport/ )
Edit This File AsteriskProperties.xml
Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100
Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml
Enter same IP of Server ($serverip) which is techextension folder server IP
Enter ( $crmurl, $username, $password) .
Here $crmurl is CRM URL
Here $username is admin Username of CRM
Here $password is admin password
java -jar AsteriskSupport.jar
If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps
If you get Following message. It is Successfully Integrated
Download Voip File
Extract voip.zip file
pwd
It will Give you path
Put It in to voip file
Upload voip file in to /etc/init.d/
Give voip file permission to 755
Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )
Run This Command if you have Debain OS ( update-rc.d voip defaults )
check status: ( service voip status )
Restart : ( service voip restart )
stop: ( service voip stop )
Start : ( service voip start )
After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.
Step 1 : Go to User Panel
Step 2 : Fill appropriate Details as shown here
sugarcrm Asterisk Integration Add-on User Configuration.
Step: 3 Save the User profile
Go to chrome web store
Configure Chrome Extension
Click on Phone Icon It will open following Set up window .
Fill Informatin and Click on Set-up. It will open following window.
User need to fill following details and save configuration. .
Download techextension.zip File For Vtiger
Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension or htdocs/techextension ) So web URL Like http://192.168.1.100/techextension ) than follow the steps
After Successfully Upload techextension folder on server, you need to Admin User setting Module. Following steps describe Admin User Configuration process.
Step 1: Go to http://IP/techextension/AsteriskSupport/
Step 2 :Fill sign up form with login name and desire password
Step 3 Login in ( http://IP/techextension/AsteriskSupport/)
Step 4 Do Configuration
Step 5 Enter Your Asterisk Server Details By Step By Steps
Asterisk IP ( 192.168.1.3)
UserName : Asterisk server Admin Manager User Name
Password : Asterisk server Admin Manager Password
Internal Channel: SIP
External Channel: DAHDI
Steps 6 Please Save the Configuration and create Following Panel
(cd /techextension/AsteriskSupport/ )
Edit This File AsteriskProperties.xml
Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100
Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml
Enter same IP of Server ($serverip) which is techextension folder server IP
Enter ( $crmurl, $userName, $userAccessKey) .
Here $crmurl is CRM URL
Here $userName is admin Username of CRM
Here $userAccessKey is admin AccessKey in admin preference
java -jar AsteriskSupport.jar
If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps
If you get Following message. It is Successfully Integrated
Download Voip File
Extract voip.zip file
pwd
It will Give you path
Put It in to voip file
Upload voip file in to /etc/init.d/
Give voip file permission to 755
Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )
Run This Command if you have Debain OS ( update-rc.d voip defaults )
check status: ( service voip status )
Restart : ( service voip restart )
stop: ( service voip stop )
Start : ( service voip start )
After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.
Step 1 : Go to User Panel ( My preference in CRM )
Step 2 : Fill appropriate Details as shown here
VtigerCRM Asterisk Integration Add-on User Configuration.
Step: 3 Save the User profile
Go to chrome web store
Configure Chrome Extension
Click on Phone Icon It will open following Set up window .
Fill Informatin and Click on Set-up. It will open following window.
User need to fill following details and save configuration. .
Open This URL In sales force
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t900000002Zgd
Log In and install Module
Download techextension.zip File For Salesfoce
Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension or htdocs/techextension ) So web URL Like http://192.168.1.100/techextension ) than follow the steps
After Successfully Upload techextension folder on server, you need to Admin User setting Module. Following steps describe Admin User Configuration process.
Step 1: Go to http://IP/techextension/AsteriskSupport/
Step 2 :Fill sign up form with login name and desire password
Step 3 Login in ( http://IP/techextension/AsteriskSupport/)
Step 4 Do Configuration
Step 5 Enter Your Asterisk Server Details By Step By Steps
Asterisk IP ( 192.168.1.100)
UserName : Asterisk server Admin Manager User Name
Password : Asterisk server Admin Manager Password
Internal Channel: SIP
External Channel: DAHDI
Steps 6 Please Save the Configuration and create Following Panel
(cd /techextension/AsteriskSupport/ )
Edit This File AsteriskProperties.xml
Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100
Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml
Enter same IP of Server ($serverip) which is techextension folder server IP
Enter ( $crmurl, $userName, $userAccessKey) .
Here $crmurl is CRM URL
Here $username is admin Username of CRM
Here $password is admin Password of CRM
Here $securityToken is admin SecurityToken in admin preference
java -jar AsteriskSupport.jar
If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps
If you get Following message. It is Successfully Integrated
Download Voip File
Extract voip.zip file
pwd
It will Give you path
Put It in to voip file
Upload voip file in to /etc/init.d/
Give voip file permission to 755
Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )
Run This Command if you have Debain OS ( update-rc.d voip defaults )
check status: ( service voip status )
Restart : ( service voip restart )
stop: ( service voip stop )
Start : ( service voip start )
After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.
Step 1 : LogIn In to CRM
Step 2 : Go to SetUp
Step: 3 Click on Personal Information.
Step: 4 Edit User profile.
Step: 5 Save the User profile
Go to chrome web store
Configure Chrome Extension
Click on Phone Icon It will open following Set up window .
Fill Informatin and Click on Set-up. It will open following window.
User need to fill following details and save configuration. .
Download techextension.zip File For Agile CRM
Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension or htdocs/techextension ) So web URL Like http://192.168.1.100/techextension ) than follow the steps
After Successfully Upload techextension folder on server, you need to Admin User setting Module. Following steps describe Admin User Configuration process.
Step 1: Go to http://IP/techextension/AsteriskSupport/
Step 2 :Fill sign up form with login name and desire password
Step 3 Login in ( http://IP/techextension/AsteriskSupport/)
Step 4 Do Configuration
Step 5 Enter Your Asterisk Server Details By Step By Steps
Asterisk IP ( 192.168.1.100)
UserName : Asterisk server Admin Manager User Name
Password : Asterisk server Admin Manager Password
Internal Channel: SIP
External Channel: DAHDI
Steps 6 Please Save the Configuration and create Following Panel
(cd /techextension/AsteriskSupport/ )
Edit This File AsteriskProperties.xml
Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100
Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml
Enter same IP of Server ($serverip) which is techextension folder server IP
Enter ( AGILE_DOMAIN, OWNERID, AGILE_USER_EMAIL,AGILE_REST_API_KEY) .
Here AGILE_DOMAIN is CRM URL ( Like techextension.agilecrm.com ) Here AGILE_DOMAIN is techextension
Here OWNERID is OWNERID of of CRM's admin
Here AGILE_USER_EMAIL is email address of CRM's Admin
Here AGILE_REST_API_KEY is admin AGILE_REST_API_KEY
java -jar AsteriskSupport.jar
If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps
If you get Following message. It is Successfully Integrated
Download Voip File
Extract voip.zip file
pwd
It will Give you path
Put It in to voip file
Upload voip file in to /etc/init.d/
Give voip file permission to 755
Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )
Run This Command if you have Debain OS ( update-rc.d voip defaults )
check status: ( service voip status )
Restart : ( service voip restart )
stop: ( service voip stop )
Start : ( service voip start )
Go to chrome web store
Configure Chrome Extension
Click on Phone Icon It will open following Set up window .
Fill Informatin and Click on Set-up. It will open following window.
User need to fill following details and save configuration. .