The SuiteCRM Integration allows for the following features:
- Automatic Call Logging: All calls are automatically time and date stamped within the customer lead.
- Call Popup: When a client calls in, the customer lead will automatically populate.
1. Login to the web portal at sip.alinephonesystems.com with an admin account
2. Navigate to CRM -> Integration
3. Configure your CRM as shown below
- Client ID
- ID of Client created following above explanation
- Client Secret
- Secret you entered during Client creation
- Page URL
4. Open the Communicator app. Navigate to Tools -> Preferences -> Modules -> CRM
5. Enable CRM integration. Enable the options you prefer. Finally, enter the username and password for your SuiteCRM account.