Page last modified 13:51, 29 Nov 2011 by alang

整合 VtigerCRM 與 Asterisk

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內容表格

1. 簡介
2. 更多文章
3. VtigerCRM
1. 3.1. 安裝套件
2. 3.2. 設定 VtigerCRM
4. Asterisk
5. VtigerCRM 測試
6. FAQ
1. 6.1. Q:如何模擬 incoming pop up
2. 6.2. Q:如何修改 pop up 的訊息內容
7. 參考連結

版本為 23:35, 28 Jul 2026

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簡介

Vtiger CRM 整合與 Asterisk

目的

當 Asterisk 有來電時，VtigerCRM 會跳出視窗顯示客戶的資料。
客服人員(Agent) 可以直接點選 VtigerCRM > Leads 的電話號碼，進行電話撥號。

系統環境

PIAF 1.7.5.5
Asterisk 1.6.2.17
CentOS 5.5
VtigerCRM 5.2.1

VtigerCRM

(http://wiki.vtiger.com/index.php/Vti...e_Installation)
官方網站：http://www.vtiger.com/index.php
官方下載：http://www.vtiger.com/get-started/download

注意：如果要安裝 VtigerCRM 5.3，必須有 PHP 5.2.x 以上版本。

安裝套件

相依性其他套件

yum install libpng libpng-devel libjpeg libjpeg-devel freetype freetype-devel xfree Xfree86-dev openssl openssl-devel kbr5 kbr5-devel make zlib krb5-devel binutils automake gcc flex autoconf bison libxml2-devel gcc-c++ perl-XML-LibXML

cd /usr/src
wget https://sourceforge.net/projects/vtigercrm/files/vtiger%20CRM%205.2.0/Core%20Product/vtigercrm-5.2.0.tar.gz/download
tar xzf vtigercrm-5.2.0.tar.gz

假設 VtigerCRM 的網頁目錄是 /var/www/html/vtigercrm

mv vtigercrm /var/www/html

設定 VtigerCRM

設定權限

chmod -R a+rw /var/www/html/vtigercrm/
chown -R asterisk:asterisk /var/www/html/vtigercrm/

設定 PHP 的建議參數

cd /var/www/html/vtigercrm
mv htaccess.txt .htaccess
vi .htaccess

.htaccess :

Options -Indexes
php_value max_execution_time 600
php_flag display_errors on
php_flag allow_call_time_pass_reference on
php_flag log_errors off
php_value error_reporting "2 8 8192"

新增一個 Apache 設定檔
/etc/httpd/conf.d/vtiger.conf

<Directory "/var/www/html/vtigercrm">
  Options Indexes FollowSymLinks
  AllowOverride Options
  Order allow,deny
  Allow from all
</Directory>

Tips:

＊目錄路徑必需正確

＊如果不使用分開的 Apache 設定檔，會影響到 FreePBX 的運用。

重啟 Apache 服務

使用瀏覽器，輸入 123.123.123.123/vtigercrm，以介面方式來安裝。
選擇 Install > Agree > PHP 建議參數偵測

註：如果有出現紅字，必須先作修正，IMAP Support 必須有安裝 Webmail 模組。

Next >
Database Information

HostName = localhost
UserName = db_user
Password = db_pass
DatabaseName = db_name
[*] Create Database 如果尚未建立料庫，這要勾選，且必須在下方輸入 root 帳號密碼

CRM Configuration

URL = 首頁網址
Currnecy Name = 幣別

User Configuration

Password = 管理密碼
Email = 管理者信箱

確認所有設定 > Next > 選擇所有模組 > Next >

系統開始安裝

Finish

電話整合的設定

設定 Asterisk 連結
Vtiger Admin > Settings > Module Manager > PBX Manager Settings
Asterisk Server IP = localhost
Asterisk Server Port = 5038
Asterisk Username = vtigercrm
Asterisk Password = THISisPASS
Asterisk Version = 這裡無法選擇，請直接修改資料庫 vtigercrm520.vtiger_asterisk。
為 admin 設定一個分機號碼
Vtiger Admin > Settings > Users > Edit
Asterisk Extension = 分機號
Receive Incoming Calls = [勾選]

設定有電話來電時，可以跳出訊息視窗

下載 AsteriskClient.php for Vtiger 5.2.0

cp 520AsteriskClient.php /var/www/html/vtigercrm/cron/modules/PBXManager/
chown asterisk:asterisk /var/www/html/vtigercrm/cron/modules/PBXManager/520AsteriskClient.php
chmod 0755 /var/www/html/vtigercrm/cron/modules/PBXManager/520AsteriskClient.php

測試 520AsteriskClient.php

cd /var/www/html/vtigercrm/cron/modules/PBXManager/
php 520AsteriskClient.php

正常應該要出現：

Connecting to asterisk server @ 2011-08-01 09:57:21
Connected successfully

Trying to login to asterisk
Logged in successfully to asterisk server

設定這個程序保持運行中
新增一個啟動的 PHP 檔

/var/www/html/vtigercrm/alang/inbound_popup.php

reference to undefined name 'syntax' Exception of type 'MindTouch.Deki.Script.Runtime.DekiScriptUndefinedNameException' was thrown. (click for details)

Callstack:
    at User:alang/Private_Zone/整合_VtigerCRM_與_Asterisk

MindTouch.Deki.Script.Runtime.DekiScriptUndefinedNameException: reference to undefined name 'syntax' Exception of type 'MindTouch.Deki.Script.Runtime.DekiScriptUndefinedNameException' was thrown.
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptVar expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Expr.DekiScriptVar.VisitWith[DekiScriptExpressionEvaluationState,Range] (IDekiScriptExpressionVisitor`2 visitor, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Evaluate (MindTouch.Deki.Script.Expr.DekiScriptAccess expr, DekiScriptExpressionEvaluationState state, Boolean evaluateProperties) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptAccess expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Expr.DekiScriptAccess.VisitWith[DekiScriptExpressionEvaluationState,Range] (IDekiScriptExpressionVisitor`2 visitor, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptCall expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Expr.DekiScriptCall.VisitWith[DekiScriptExpressionEvaluationState,Range] (IDekiScriptExpressionVisitor`2 visitor, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptSequence expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Expr.DekiScriptSequence.VisitWith[DekiScriptExpressionEvaluationState,Range] (IDekiScriptExpressionVisitor`2 visitor, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptReturnScope expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0

/etc/crontab

# for VtigerCRM
*/5 * * * * root /usr/bin/php /var/www/html/vtigercrm/alang/inbound_popup.php&

設定網頁撥號

編輯 /var/www/html/vtigercrm/modules/PBXManager/utils/AsteriskClass.php

reference to undefined name 'syntax' Exception of type 'MindTouch.Deki.Script.Runtime.DekiScriptUndefinedNameException' was thrown. (click for details)

Callstack:
    at User:alang/Private_Zone/整合_VtigerCRM_與_Asterisk

MindTouch.Deki.Script.Runtime.DekiScriptUndefinedNameException: reference to undefined name 'syntax' Exception of type 'MindTouch.Deki.Script.Runtime.DekiScriptUndefinedNameException' was thrown.
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptVar expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Expr.DekiScriptVar.VisitWith[DekiScriptExpressionEvaluationState,Range] (IDekiScriptExpressionVisitor`2 visitor, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Evaluate (MindTouch.Deki.Script.Expr.DekiScriptAccess expr, DekiScriptExpressionEvaluationState state, Boolean evaluateProperties) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptAccess expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Expr.DekiScriptAccess.VisitWith[DekiScriptExpressionEvaluationState,Range] (IDekiScriptExpressionVisitor`2 visitor, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptCall expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Expr.DekiScriptCall.VisitWith[DekiScriptExpressionEvaluationState,Range] (IDekiScriptExpressionVisitor`2 visitor, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptSequence expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Expr.DekiScriptSequence.VisitWith[DekiScriptExpressionEvaluationState,Range] (IDekiScriptExpressionVisitor`2 visitor, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0 
  at MindTouch.Deki.Script.Compiler.DekiScriptExpressionEvaluation.Visit (MindTouch.Deki.Script.Expr.DekiScriptReturnScope expr, DekiScriptExpressionEvaluationState state) [0x00000] in <filename unknown>:0

Tips:

from-internal 是在 Asterisk 用來撥出的 context。

Asterisk

新增 Vtiger 的 AMI 連接
編輯 /etc/asterisk/manger.conf，增加以下內容。 (使用 FreePBX 者，請改成 manager_custom.conf)

[vtigercrm]
secret = THISisPASS
deny = 0.0.0.0/0.0.0.0
permit = 127.0.0.1/255.255.255.0
read = all
write = all

重啟 Asterisk

VtigerCRM 測試

進線來電測試

確定 520AsteriskClient.php 有在執行中。
VtigerCRM Admin > My Preferences > Edit >
Asterisk Extension = 輸入分機號
Receive Incoming Calls = [勾選]
使電話撥入 Asterisk，然後轉接到剛剛設定的分機號。
在 VtigerCRM 網頁右下角會顯示來電號碼，如果符合 Leads 的客戶資料，也會顯示客戶名稱。

Tips:

＊不支援 Queue，請注意。

網頁撥號測試

確定分機已經註冊中，且正常待機。
登入 VtigerCRM > SALES > Leads
選擇一個要聯絡的客戶，點選 Phone 的電話號碼
VtigerCRM 右下角會顯示撥號的訊息
目前帳號的分機號會接收到來電，接起後，系統會自動撥到客戶的電話號碼。

Tips:

＊ Leads 的電話號碼格式若是像這樣 (800)677-5522，Asterisk 仍可以正常撥出號碼但會影響 Inbound Calls 的來電號碼搜尋功能。

FAQ

Q:如何模擬 incoming pop up

A: 執行以下 SQL statement

INSERT INTO vtiger_asteriskincomingcalls (refuid,from_number,from_name,to_number,callertype,flag,timer) VALUES(1314450735.9,800677522,'alang',101,'SIP',0,1314450741);

Notes:

refuid : 這值來自於 table vtiger_asteriskincomingevents。
flag : 手動輸入 0 -> pop up 後 -> vtiger 自動改成 1。
此筆紀錄完成 pop up 後，會自動被清除。

Q:如何修改 pop up 的訊息內容

A: 請修改檔案 /var/www/html/vtigercrm/modules/PBXManager/TraceIncomingCall.php

整合 VtigerCRM 與 Asterisk

內容表格

簡介

更多文章

VtigerCRM

安裝套件

設定 VtigerCRM

Asterisk

VtigerCRM 測試

FAQ

Q:如何模擬 incoming pop up

Q:如何修改 pop up 的訊息內容

參考連結

內容表格