3CX CRM Template full integration

by
Odoo

482.11

v 17.0 Third Party 44
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Lines of code 417
Technical Name nalios_3cx_full
LicenseOPL-1
Websitehttps://www.nalios.be
Versions 17.0 14.0 15.0 16.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Lines of code 417
Technical Name nalios_3cx_full
LicenseOPL-1
Websitehttps://www.nalios.be
Versions 17.0 14.0 15.0 16.0 13.0

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.

Example video



You still need some help? Contact us, we'll be glad to help!

About us

Nalios has been created by two former Odoo consultants, representing together more than 11 years of implementations, training, projects, coaching and technical customizations. Thanks to this experience, we build relationships based on excellent services, proximity and trust. We integrate Odoo for SME's and larger companies. Feel free to contact us for your implementation project.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
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Hello, we get an 1 month demo account from 3cx. can you offer also a test license from this addon "3CX CRM Template full integration"? Best regards, Frank
by
it@3dmensionals.de
on 5/14/24, 5:26 AM


Re: Hello, we get an 1 month demo account from 3cx. can you offer also a test license from this addon "3CX CRM Template full integration"? Best regards, Frank
by
Pierre
on 5/14/24, 5:51 AM Author

Hi,

Please contact me directly at lop@nalios.be, I will create a demo instance available for a month for you.

Kind regards,

Pierre


by
Allaz Pascal
on 4/14/24, 1:32 PM

Hello, 
Does your module works for users that is not using the webclient (only normal phones) ?
Can we start phone calls from odoo with this 3cx integration ? 
Do you have a test licence ?

Pascal