Tag

crm

building a virtual office using astercrm ,freepbx and asterisk

By | asterCRM | 6 Comments

In a virtual office, you will have few receiption but they can answer calls for hundred company, in such case, they should know which number customer dialed so that they dont mess up the calls, now we introduce u how to build a virtual call center using astercrm & asterisk.

1. add extension for receiption

open your browser and go to freepbx, click extension on left menu and add extensions for your receiption, here we have three extensions: 8000, 8001 and 8888

freepbx_extensions

2.  add a queue for your receiptions which would be used to answer incoming calls, we only add 8000 and 8001 in this queue

freepbx_queue

and u can set some options for this reciption queue

freepbx_queue_detail

3. add a trunk which could be used for incoming calls

freepbx_trunk

and the most important, set registry for this trunk so that u can get calls in

freepbx_trunk_1

4. add a inbound route so that the receiption queue could answer your incoming calls

freepbx_inbount_route

now make a call to your DID number, if everything is allright, phones of receiption should ring

5. go to astercrm and add account for your receiptions

astercrm_account

6. add trunkinfo so your receiption could get some information about the number customer dialed

astercrm_trunk_info

here Trunk Channel should be the username of your trunk, not trunk name in freepbx

7. login as a receiption accound and try make a call

astercrm_agent_1

when ringing

astercrm_agent_2

when talking

this tutorial could be used on trixbox, elastix or any other system using freepbx, also u can config receiption account and dialplan by your self.

The difference between customer mode and note mode in portal page

By | asterCRM | No Comments

In asterCRM config file: astercrm.conf.php, it provides a option, with the option, you can set the information displayed in the agent work page.

The parameter is “portal_display_type”, there’re two valid values, “customer” and “note”

When it’s “customer” mode, it would display all customers agent putted

customer mode

customer mode

When it’s “note” mode, it would display customers with “note” and priority is greater than zero

note mode

note mode

add language package for asterCRM & asterBilling

By | asterBilling, asterCRM | 2 Comments

For now asterCRM provides user two languages, English and Simplified Chinese, if you want to add a new language, follow this article you can make it yourself.

say you want to add German to astercrm, first go to astercrm/login.php and find the following lines:

<OPTION value=”en_US”>English</OPTION>
<OPTION value=”cn_ZH”>简体中文</OPTION>

we use de_GER for German so we add line then it looks like

<OPTION value=”en_US”>English</OPTION>
<OPTION value=”cn_ZH”>简体中文</OPTION>
<OPTION value=”de_GER”>Germany</OPTION>

save the file, then when you enter astercrm login page, you can see

select Germany and login, and we go to next to change words.

asterCRM language files locate in astercrm/include/language, where you can see files like

account_cn_ZH.php
account_en_US.php
portal_cn_ZH.php
portal_en_US.php

so cn_ZH means Simplified Chinese, for Germany one, you can copy account_cn_ZH.php as account_de_GER.php, copy portal_cn_ZH.php as portal_de_GER.php

dont copy from en_US file coz for some words we have English as default in pages, so it could be not integral in the language file, en_US files could be used as reference.

then open the copied file account_de_GER.php with some text editor, and start translate, so it looks like

<?
$add_account = “Ein neues Benutzerkonto wurde hinzugefügt”;
$update_rec = “Eintrag wurde aktualisiert”;

?>

save the file with format UTF-8 when you finish.

translate one by one …, not much but need some patient untill all finish.

The last thing, change all images, go to astercrm/skin/default, you can see folders like “images_cn”, “images_en”.. copy images_en as images_de then modify all images in the folder.

refresh your browser then you can see asterCRM with your translation!

add google map for your customer in asterCRM

By | asterCRM | 2 Comments

asterCRM support goolge map, so you can add a map for your customer using this feature.

1. you need to apply a google api key

go to http://code.google.com/apis/maps/index.html

click “Sign up for a Google Maps API key.” on right

click the check box and enter your web site URL then button “Generate API Key”

done! now you get the key for Google Maps API

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