Update of the CRM-specific module of the OpenERP-Asterisk connector
The OpenERP-Asterisk connector was initially made of a single module : asterisk_click2dial, which only depends on the base module.
The Spanish company Zikzakmedia developped a CRM-specific module called asterisk_click2dial_crm for OpenERP 6.0 and published it on Launchpad in the extra-6.0 repository on November 2011. With this CRM-specific module, when the user made a click2dial, OpenERP would automatically create an outbound phone call in the CRM and open it in a new tab.
- When you do a click2dial, instead of automatically creating an outbound phone call in the CRM, OpenERP will propose you to create one :
If you answer Yes, OpenERP will create the outbound phone call in the CRM. If some users don’t want to be asked to create a phone call in the CRM each time they do a click2dial, they should disable the corresponding option in the Telephony tab of the User form.
- When you receive a phone call and run the wizard Open calling partner, if the partner is found in OpenERP, you will see a button that proposes to create an inbound phone call in the CRM :
So, if you are using OpenERP 6.1 in your company, you should throw away your old PBX and get an Asterisk PBX in order to benefit from the great features of the OpenERP-Asterisk connector ! If you don’t know anything about how to deploy an Asterisk PBX in your company, you can read my page about lessons learnt from an Asterisk deployment (French only).