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General notice:
The Sugar CRM integration consists of two modules for each party. One module is for
Elastix/FreePBX and the second one for SugarCRM.
Both these modules are "upgrade safe" so SugarCRM updates or studio changes will have no affect
on SugarCRM module. Also the Elastix/FreePBX can be installed by standard module installer
and will only affect the dial plan .
Unfortunately Elastix 1.6 or FreePBX 2.5 requires one file change but since Elastix 2.0
the dialplan is already changed by functions so no extra changes are required.
Now from the installer point of view:
Installation of SugarCRM:
Once you are done with downloading of CRM and install of SugarCRM module. The image below
explains how you can start with the installation process.
The next step is configuring the relation between SugarCRM user and Elastix extension. Here is
how you can do it:
Step 1: Go to the admin section:
Step 2: Click "SugarCRM VOIP Connector" and as you do so, you will be redirected to a module
to assign users to extensions.( Refer Images)
Step 3: Now install Elastix module (It can now be done in FreePBX module admin)
Step 4 : Configure SugarCRM connection data (you need url,username and password for this) The
usename and password are needed for security reasons so that only a registered user can access
SugarCRM module. This section maybe should be included in Elastix links.
Voila! Your installation is complete.