Reliable, simple-to-use plugin for enabling one-on-one and conference-room communication via video, phone, chat, and SMS with internal users and external contacts. Keep connected with your colleagues and your contacts.
Quick Start
To install the PixelRiver Unified Communications Module:
- Upload the module through Admin >> Module Loader
- Install the module once successfully uploaded by clicking the Install Button
- Once installed, you must configure the module. You can do this by returning to the Admin section and clicking on the PixelRiver module
- Enter your company identifier, sub domain, and API key as provided by PixelRiver
- Click the Save Configuration page
- Return to your SugarCRM home page
- The "live chat" option will appear at the bottom of the screen indicating that the module is operating correctly
Note: If you do not see the "live chat" option at the bottom of the screen, refresh your browser window.
To initiate a chat or video session
- Click on the Live Chat option in the bottom menu bar to see which other SugarCRM users are online
- When the list appears, double click on a SugarCRM user to initiate a chat or video session
To engage with a SugarCRM contact
- Open a SugarCRM contact record
- Below the company information, you can click on the phone icon to start a call or the calendar icon to open a video meeting room
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