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How do I add my VICIdial User ID in Vtiger CRM?

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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:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the My Preferences button.
  3. Enter the unique ID (Copy from Vicidial Admin Panel -> Users) in the VICIdial extension field.
Note: In the VICIDial admin panel, the admin has to navigate to the Users tab. Here for every user, a unique ID will be defined during user creation. The unique ID must be added to the Vicidial Extension field in Vtiger.

To learn more about VICIdial integration, click here.
To learn more about the Phone Calls module in Vtiger, click here.
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