Look up a SugarCRM contact from FocalScope Live Chats
Monday, December 5, 2016 3:32 AM
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
- During a Live Chat session, right click the email address of the person who initiated the chat
- 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
- During a Live Chat session, right click an email address in the body of the chat history
- 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.

Figure 3 - SugarCRM contact card showing the [Click to dial] option
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