vtiger help
Posted: Tue Nov 16, 2010 11:47 pm
Hello,
I was hoping I could get a little help or at least a better understanding of this. What I am trying to do is this: when an agent is on a call they can click the web form button and it opens vtiger and the lead with all of the populated information.
I have tried a few tests. I created a lead in the dialer and the same lead in vtiger. When I call that lead and click on webform, it does not take me to the lead information screen. It takes me to the sales>calendar screen. Where do I change this to take the agent to the lead info screen? My webform link in the campaign is ipaddress/vicidial/vtiger_search.php
Is there a way for vtiger to use the leads from vici without copying every lead to the vtiger database or am I going to have to copy all the leads ?
Thanks for the help
new install of goautodial from iso
Vicidial 2.2.1
Asterisk 1.4.27.1-vici
Dahdi 2.3
VtigerCRM 5.1.0
Sangoma 3.5.14
CentOS 5.5
I was hoping I could get a little help or at least a better understanding of this. What I am trying to do is this: when an agent is on a call they can click the web form button and it opens vtiger and the lead with all of the populated information.
I have tried a few tests. I created a lead in the dialer and the same lead in vtiger. When I call that lead and click on webform, it does not take me to the lead information screen. It takes me to the sales>calendar screen. Where do I change this to take the agent to the lead info screen? My webform link in the campaign is ipaddress/vicidial/vtiger_search.php
Is there a way for vtiger to use the leads from vici without copying every lead to the vtiger database or am I going to have to copy all the leads ?
Thanks for the help
new install of goautodial from iso
Vicidial 2.2.1
Asterisk 1.4.27.1-vici
Dahdi 2.3
VtigerCRM 5.1.0
Sangoma 3.5.14
CentOS 5.5