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UCM6510 IP PBX User Manual
Version 1.0.20.31
CRM INTEGRATION
Customer relationship management
(
CRM
) is a term that refers to practices, strategies and technologies
that companies use to manage and analyze customer interactions and data throughout the customer
lifecycle, with the goal of improving business relationships with customers.
The UCM6510 supports the following CRM API: SugarCRM, vTigerCRM, ZohoCRM (legacy v1 API),
ZohoCRM (v2 API), Salesforce CRM and ACT! CRM. This support allows users to quickly create and modify
contacts, leads, and accounts in the CRM from calls made through the UCM.
Note:
Starting firmware 1.0.17.16, emergency calls will not be logged into CRM servers.
SugarCRM
Configuration page of the SugarCRM can be accessed via admin login, on the UCM Web GUI
Value-
added Features
CRM
.
Figure 254: SugarCRM Basic Settings
1.
Select “SugarCRM” from the CRM System Dropdown in order to use SugarCRM.
Table 127: SugarCRM Settings
CRM System
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM (legacy v1 API),
ZohoCRM (v2 API), Salesforce or ACT! CRM.
CRM Server Address
Enter the IP address/URL of the CRM server.
Add Unknown Number
Add the new number to this module if it cannot be found in the
selected module.
Summary of Contents for UCM6510
Page 1: ...Grandstream Networks Inc UCM6510 IP PBX User Manual ...
Page 83: ...P a g e 82 UCM6510 IP PBX User Manual Version 1 0 20 31 Figure 28 Fail2ban Settings ...
Page 273: ...P a g e 272 UCM6510 IP PBX User Manual Version 1 0 20 31 Figure 163 Black White List ...
Page 327: ...P a g e 326 UCM6510 IP PBX User Manual Version 1 0 20 31 Figure 213 Fax Sending in Web GUI ...
Page 331: ...P a g e 330 UCM6510 IP PBX User Manual Version 1 0 20 31 Figure 216 Presence Status CDR ...
Page 470: ...P a g e 469 UCM6510 IP PBX User Manual Version 1 0 20 31 Figure 334 Cleaner ...