Asterisk Integration allows click-to-call functionality, inbound/outbound call logs, call notification pop-ups and more to work seamlessly with any SugarCRM module, so your sales and support teams can effectively launch, track and manage customer communications.
User Guide
User Settings
Open User Profile and Asterisk Integration Settings panel
After you complete your User Profile settings, You need to Logout and Login again, after login you will get the Asterisk Call Notification bar on right bottom corner as shown in image below
You will get the Call Icon beside every Phone type field. On clicking the Call Icon, the call will be placed to the number.
Note: You must keep your extension registered which is mentioned into your User Profile.
You will first get the call on your SIP phone, on receiving up the Call on SIP phone, the call will to specified number will be palced.
Once the Call has been dialled to the number, immediately you will receive Call Notification
Note: You can Hangup Or Transfer the ongoing call from Call Notification Popup itself, as show in image below
Transfer Call
After the Call get finished, you can set the Disposition Code And Add Call Description, and Save it.
You can create Opportunity, Case, Lead, Schedule Meeting, Log Call from Call Notification Popup, Or Even you can create Lead, Contact Or Account in case of number is unknown.
All the calls will be logged into the Asterisk Calls Module
Asterisk Calls will also be related with Contacts, Leads Or Accounts, into Asterisk Calls Subpanel
You can open the Asterisk Call, and get the per call details like, extension, number, direction, status, duration etc, and also you can listen to recording link from here only.
The Disposition Codes displayed into Call Notification Popup are dynamic, and you can change those values from Admin > Studio > Asterisk Calls > Fields > Disposition > Edit Dropdown list.
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