3CX CRM Template full integration
$75.00
3CX CRM Template full integration lets you generate the CRM Template XML File for 3CX and implements all capabilities of 3CX CRM Template (Contact Search/Create, Call Logs, Livechat Logs)
3CX CRM Template full integration
3CX CRM Template full integration lets you generate the CRM Template XML File for 3CX and implements all capabilities of 3CX CRM Template (Contact Search/Create, Call Logs, Livechat Logs)
Compatible with Odoo SH and On Premise versions
Configuration steps
- 1/ Install the module.
- 2/ Inside Odoo Contacts, click on the new menu “3CX Configuration”, Generate the config file, and download it.
- 3/ Inside 3CX Admin -> Settings -> CRM, click “+ Add” to upload the downloaded Template and activate the functionalities you want.
- 4/ To automatically open the Contact Page in Odoo when receiving a call, go in your 3CX WebClient -> Settings -> Integration and tick the box “Automatically open contact URL when CRM integration is enabled”.
- You’re all set!
- Note: Call and Livechat Logs will be added to the contact’s Chatter
- Note: You must be connected to your Odoo to open the Contact Page. Else you will be redirected to the Login page of your Odoo.
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