Vtiger

Vtiger is a well-documented and popular content management system written in PHP. It features an integrated SMS notification extension. To use it with seven as a gateway, you simply need to add a new file to your source code and select it as the gateway. We will show you how to do this. It requires a bit of IT knowledge and takes about ten minutes.

Make sure you have a seven account and an API key. You will need this later to send SMS.

Installation

Installing this plugin allows you to send SMS in the Vtiger CRM via seven.

Via Terminal

wget https://github.com/seven-io/vtiger/blob/master/Seven.php -P /path/to/vtigercrm/modules/SMSNotifier/providers

Make sure to adjust the path for the last argument.

Via FTP

Make sure to adjust the path to your installation.

Setup

Log in to your Vtiger administration dashboard. Click on the SMS Notifier tab. Click on the wrench icon and select Server Configuration. Click on New Configuration and configure the details in the pop-up as described below.

Provider: Select seven from the dropdown menu.

Active: Check the box to activate the seven provider.

API Key: Retrieve it from your developer dashboard.

From: Optionally, you can set a sender to be displayed as the message origin.

Save the form and activate the seven provider for sending SMS.

Usage

Send SMS from the list view

Click on a module, e.g. contacts or organizations. Select one or more record(s) by clicking on the checkbox in that row. Click on Actions and click Send SMS in the dropdown menu. Insert your text message content and click on Send.