Using SugarCRM custom fields when archiving FocalScope data
Monday, December 5, 2016 3:33 AM

FocalScope supports the use of custom fields to add unique relevant information to new contacts and leads archived from FocalScope to SugarCRM. Custom fields created in Sugar CRM are available from FocalScope user interface for viewing and editing. This article shows two examples of custom fields being used for SugarCRM contacts and leads created from FocalScope's interface.

Prerequisites


Example

  • And example of custom fields for a new SugarCRM lead (derived from an email in FocalScope)


Figure 1 - SugarCRM lead custom fields


  • And example of custom fields for a new SugarCRM contact (derived from a FocalScope Live Chat)