3CX CRM Template full integration
by Nalios
| Technical name | nalios_3cx_full |
| License | OPL-1 |
| Website | https://www.nalios.be |
| Read description for | v 17.0 |
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.
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. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.