small docs and comments updates

trunk - added Vtiger click-to-dial from Planned event screen

git-svn-id: svn://192.168.202.10@1093 3d104415-ff17-0410-8863-d5cf3c621b8a
This commit is contained in:
mattf
2009-04-08 08:59:47 +00:00
parent 0a52f10d07
commit ccc2c476f3
10 changed files with 531 additions and 204 deletions
+5 -2
View File
@@ -11,6 +11,7 @@ Current integration features:
- Added ViciDial status synchronization after each call to set the siccode field in Vtiger to the last selected VICIDIAL status
- Ability to un-delete or resurrect deleted Accounts within Vtiger from the web form(this is a VICIDIAL campaign option)
- Ability to click-to-dial a phone number from a record in Vtiger screen to the vicidial.php screen
- Ability to click-to-dial from a Planned Activity record then have it changed to Held after VICIDIAL dispo
- Ability for an agent to click on a VC fax log or VC email log link to account for fax or email time through VICIDIAL
- Optional script to bulk load leads into Vtiger from a CSV file since Vtiger only seems to want to load 500 at a time:
Vtiger_IN_new_accounts_file.pl
@@ -22,6 +23,8 @@ There has been a basic vtiger integration option available in VICIDIAL since the
More in-depth integration with Vtiger is a bit complicated due to the fact that it has 312 database tables to start with(and you though VICIDIAL had a lot with about 70). Attempts at using the built-in 5.0.4 API structure were unsuccessful because of inaccurate documentation and the inability to use the modules easily outside of the vtiger directory tree without major reworking of the vtiger code, so we decided to have VICIDIAL work directly with the database instead. Unfortunately, working only with the database doesn't get you the whole way with Vtiger. For user synchronization you need to make sure that the patch(Vtiger504_vicidial.patch) is applied to Vtiger(see instructions below). Part of this patch is used to create blank user profile files so Vtiger will load properly with synchronized users from VICIDIAL. Vtiger doesn't check to see if these user profile files exist before trying to use them, so one thing this patch does is check if the files exist for each user, and if they do not, it will create them with a simple placeholder. Another purpose of this patch is to allow for click-to-dial phone numbers in Vtiger, so that the numbers will be dialed as manual dial calls in a VICIDIAL agent screen. For this to work you must have applied the patch, you need to have user 1000 set up in VICIDIAL with a password of 1234 and Agent API set to '1', and the agent needs to be logged into vicidial.php(there is also a VICIDIAL Campaign Detail option to automatically login to Vtiger when an agent logs into vicidial.php, this can log the agent into Vtiger within the SCRIPT tab or by opening a new browser window) then when the agent clicks on any phone number with a "VCcall:" label next to it, a call will be placed in their vicidial.php agent screen and the Vtiger window will be closed(or left open if using alternate patch) so that they can open it up again with the vicidial.php WEB FORM button in VICIDIAL.
Since the 2.0.5 release we have added the ability to initiate a callback from a Planned Event screen that also will alter the event to Held status after the call is dispositioned.
as of 2008-12-31, several user synchronization features have been added to allow for the creation of vtiger users from the vicidial_users user database. The vtiger_search.php script has also been updated to work with the current vtiger release 5.0.4. To enable the Vtiger integration features you will need to go to the Admin -> System Settings section of the admin.php Administration web page to set Vtiger Integration to enabled and configure the connection details for the Vtiger database.
There are options in the VICIDIAL Modify Campaign Detail screen that you can choose how you want the vtiger_search.php to search for a Vtiger record in the Vtiger system. If Vtiger integration is enabled in the system_settings then this setting will define where the vtiger_search.php page will search for the phone number that was entered. There are 4 options that can be used in this field:
@@ -98,8 +101,8 @@ ls -l
* change default admin(vtadmin) and standarduser(vtuser) passwords
* click to install vtiger, then follow the on-screen instructions
# patch vtiger to fix issue with user synchronization and add click-to-dial:
wget http://www.eflo.net/files/Vtiger504_vicidial.patch
patch -p1 < ./Vtiger504_vicidial.patch
cp /usr/src/astguiclient/trunk/extras/Vtiger504_vicidial_005.patch ./
patch -p1 < ./Vtiger504_vicidial_005.patch