Tutorial

You can look up SugarCRM contact details form several locations in the FocalScope UI. The following are the two locations from which you can initiate a SugarCRM contact lookup from a FocalScope Live Chat.

SugarCRM contact lookup - example 1

1. During a Live Chat session, right click the email address of the person who initiated the chat
2. In the dropdown menu that appears, select [Lookup in SugarCRM]

Figure 1 - Looking up a SugarCRM contact during a FocalScope Live Chat session

SugarCRM contact lookup - example 2

1. During a Live Chat session, right click an email address in the body of the chat history
2. In the dropdown menu that appears, select [Lookup in SugarCRM]

Figure 2 - Looking up a SugarCRM contact from the chat history

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.