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Blake Robertson edited this page Jul 19, 2013 · 48 revisions

What is Callinize (or yaai)?

Callinize (formerly known as yaai) is a full featured Asterisk PBX to SugarCRM connector which provides Telephony Integration features such as Click to Dial, Inbound Call Notification, Automatic Call Logging, and Transfer Support. The aim of the project is to make things like call logging as easy as sending a chat message.

Features

Scroll Down For Screenshots

  1. Only upgrade safe asterisk integration working on recent versions of sugarcrm (6.0+ CE/PRO+)
  2. Google Chat inspired "minimal" UI. A small collapsable call popup which supports multiple calls and stays out of your way!
  3. Quick and easy way to leave call notes -- It's just like sending a chat msg.
  4. No software to install for the end-users. All features are available right inside the browser.
  5. Call windows are synchronized across browser windows / tabs --> Closing a call window in one window automatically closes it in the others.
  6. Call windows stick around for 1 hour after call so you can put notes in after the call is over. They'll hide automatically after 1 hour.
  7. Calls are automatically logged and attached to appropriate contacts (even if user isn't logged into sugar.)
  8. For Caller ID integration (see name of contact from SugarCRM database on phone) use Liz Plugin
  9. If phone number doesn't match one of your contacts, the number is looked up in CallerID database thanks to OpenCNAM.
  10. Open source!
  11. Free! Compared at $100/user year -- If you're a developer, please help project in return see our Project TODO List. There are a number of things (many pretty quick depending on your past experiences.) Donations are also appreciated Donate Button
  12. Transfer call support!
  13. Supports multiple user extensions.

Demo Video here: http://www.youtube.com/watch?v=UAdxUNlPDzQ

Documentation / User Guide

See User Manual and the other wiki pages listed here: https://github.com/blak3r/yaai/wiki/_pages

Download an Installable Module

GET @ http://www.sugarforge.org/projects/yaai

Contributors / Dev. History

Here's my understanding:

Kinamu/Abcona adapted a SugarCRM integration that Starface made for it's proprietary PBX system. They adapted their integration to make it work with an Asterisk PBX circa 2009 / SugarCRM v5.0.

Sebastian Tieland around May 2011 helped the project by adapting it to work on Sugar 6.1 and updated it to work with Asterisk Manager Interface (AMI) 1.1.

Blake Robertson began working with Sebastian and adapted it to use the new gchat inspired user interface, made it support multiple calls at once, multiple browser tabs, added transfer support etc. Then, subsequently put the project up on github so others can collaborate on the project.

Contributors since it's been on github:

  • askhogan aka Patrick Hogan, is refactoring call popups UI to put all UI logic in one place, then has some other plans.
  • trustmaster aka Vladimir Sibirov improved localization, added Russian translations, fixed a couple bugs, and is working on call recording.
  • kerio-fstedronsky Fixed bug with transfer
  • jkramarz Added LDAP Auth Supported.
  • randomf aka Radek Stmad submitted patch for multiple extension support. Issue #22.

Screenshots

Click To Dial Example Unsaved Calls Support For Inbound and Outbound calls Collapse Calls

v2.3 New Features

Transfer Call Support Transfer Call Support Transfer Call Support Transfer Call Support Transfer Call Support

githalytics.com alpha

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