Tutorial
You can look up SugarCRM contact details form several locations in the FocalScope UI. The following are the five locations from which you can initiate a SugarCRM contact lookup from a FocalScope email.
SugarCRM contact lookup - example 1
- In the [Preview pane] of a selected email, click on the [From / To] field (depending on which email address you want to perform a SugarCRM contact lookup)
- In the menu select [Lookup in SugarCRM]
The SugarCRM contact information associated with that email will be retrieved and displayed in the [Lookup in SugarCRM] dialog window.
Figure 1 - Looking up a SugarCRM contact from the To / From fields of an email preview
SugarCRM contact lookup - example 2
- In the [Preview pane] of the selected email, highlight an email address
- Right click the highlighted email address and in the menu select [Lookup in SugarCRM]
Figure 2 - Looking up a SugarCRM contact from the body of an email preview
SugarCRM contact lookup - example 3
- Open an email by double clicking it
- Highlight and right click the email address in the [From / To] field (depending on which email address you want to perform a SugarCRM contact lookup)
- In the menu select [Lookup in SugarCRM]
Figure 3 - Looking up a SugarCRM contact from the To / From fields of an email
SugarCRM contact lookup - example 4
- Open an email by double clicking it
- In the body of the email, highlight the email address for which you want to look up the associated SugarCRM contact
- Right click the highlighted text and select [Lookup in SugarCRM]
Figure 4 - Looking up a SugarCRM contact from the body of an email
SugarCRM contact lookup - example 5
- While replying to an email, highlight the email address for which you want to look up the associated SugarCRM contact
- Notice the [Accelerator icon] appear (indicated by arrow)
- Click on the [Accelerator icon] to see the options menu
- Select [Lookup in SugarCRM]
Figure 5 - Looking up a SugarCRM contact while replying to an email
SugarCRM contact card
Please note, if the SugarCRM contact has a phone number associated with it, you can make a call to that number directly from the [Lookup in SugarCRM] dialog window.

Figure 6 - SugarCRM contact card showing the [Click to dial] option
Additional Information
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