FAQs in this section
Where is the recording of my calls stored in Vtiger CRM? Can I call my customers directly from my laptop or desktop? How is the Phone Calls module useful? What are the telephony gateways that are integrated with Vtiger CRM? In which editions of Vtiger CRM is the Phone Calls module available? Where do I add a phone number to use in the Phone Calls module? How do I make a phone call from Vtiger CRM? Can I use multiple gateways or service providers to make calls? Can I set up a voicemail from the Phone Calls module? Can I save my phone calls as text copies or transcripts? What if my customer calls after business hours or if customer representatives are occupied and unable to take a call? How do I make a phone call to my customer? What are the features available in the Phone Calls module? Where do I see the details of all the calls I have made? How do I see the details for each phone call I have made? How do I know what status a Phone call is in? How do I link Phone Calls to Business Hours? How do I create a transcript of phone calls? How do I create a transcript of voicemail messages? Can I set up a Voicemail in Vtiger CRM? Can I transfer a call to the CRM? Can you record calls using the Phone Calls module in Vtiger CRM? What is the Customer Sentiments feature in Vtiger CRM? What is the Call Notes feature in Vtiger CRM? What is the Click-to-Call feature for Outgoing Calls in Vtiger CRM? What is the Incoming Call Pop-up feature in Vtiger CRM? How do I configure Plivo as a client gateway in Vtiger CRM? How do I configure Plivo as a Normal gateway in Vtiger CRM? How do I use the Phone Calls module in Vtiger CRM? How do I set up Plivo with Vtiger CRM? What is PHLO Support for Plivo? How many gateways can I set up for Asterisk in Vtiger CRM? How do I configure Asterisk in Vtiger CRM as a Normal gateway? What is the Vtiger Asterisk Connector? What do I need to install the Asterisk Connector? How do I install the Vtiger Asterisk Connector? How do I configure Exotel in Vtiger CRM? How does Exotel integration work with Vtiger? What is the Knowlarity integration with Vtiger? How do I integrate Knowlarity with Vtiger? How do I configure my Knowlarity credentials in Vtiger? How to configure extension numbers for users? How do I enable Vtiger integration in Knowlarity? What is the Ducom integration with Vtiger CRM? How do I integrate Duocom with Vtiger CRM? How do I configure Vtiger settings in My Web office? What is the Telzio integration with Vtiger CRM? How do I integrate Telzio with Vtiger CRM? Is there a way to connect Vtiger with 3CX to show the popup for an incoming call? Is VICIdial integration available in the Sales Starter edition in Vtiger CRM? How do I get VICIdial incoming call pop-ups in the CRM? What are the benefits of VICIdial integration? Which versions of VICIdial does Vtiger support? Is it necessary to install the Phone Calls to enable VICIdial in the CRM? Is it necessary to create an account in VICIdial? How do I set up VICIdial with my CRM? How do I set up the recording filename for VICIdial? Why is the Recording Link not Working in Vtiger? How do I integrate VICIdial with Vtiger CRM? Why is my agent not able to see the incoming call pop-up? Why is Click-To-Call not working for some agents? Why are Outgoing Call records in the 'triggered' status even after calls are completed? What is VICIdial?
How do I add my VICIdial User ID in Vtiger CRM?
Table of Contents
Once you configure all VICIdial details in Vtiger, you must add the User ID for all your agents from VICIdial to Vtiger.
Follow these steps to do the same:
- Click the User Menu on the top right corner of the screen.
- Click the My Preferences button.
- Enter the unique ID (Copy from Vicidial Admin Panel -> Users) in the VICIdial extension field.
To learn more about VICIdial integration, click here.
To learn more about the Phone Calls module in Vtiger, click here.
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