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The PBX extension provides an interface between your PBX and the CRM interface. The steps below document how to install or upgrade the module

Installation

  • Navigate to the CRM module from within your PBX under the settings section
  • SugarCRM/SuiteCRM Module Download - Link to download the module that has to be installed on your CRM to communicate with your PBX.  Please download it here.
  • Navigate to your CRM installation and login as an Administrator - Click "Admin" in the drop down
  • Click on "Module Loader"
  • Upload the package you downloaded from your PBX
  • Then click "Install"
  • Accept the License agreement

  • The module will then show up as installed


    Because of Differences in SuiteCRM and SugarCRM the following steps are required to prevent loss of operation!

  • Go back to Admin

  • Go to Repair

  • Click "Quick Repair and Rebuild"
    (This process will ensure the database tables are correctly configured and setup)
  • Scroll to the bottom of the page, make sure to click "Execute"

  • You can then view your Call History - Navigate to "All" then navigating to "Call History"

Upgrading

  • Navigate to the CRM module from within your PBX under the settings section
  • SugarCRM/SuiteCRM Module Download - Link to download the module that has to be installed on your CRM to communicate with your PBX.  Please download it here.
  • Navigate to your CRM installation and login as an Administrator - Click "Admin" in the drop down
  • Click on "Module Loader"
  • Uninstall the old package but make sure to select "Do Not Remove Tables"

  • Upload the package you downloaded from your PBX
  • Then click "Install"
  • Accept the License agreement

  • The module will then show up as installed


    Because of Differences in SuiteCRM and SugarCRM the following steps are required to prevent loss of operation!

  • Go back to Admin

  • Go to Repair

  • Click "Quick Repair and Rebuild"
    (This process will ensure the database tables are correctly configured and setup)
  • Scroll to the bottom of the page, make sure to click "Execute"

  • You can then view your Call History - Navigate to "All" then navigating to "Call History"
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