Display contact features in Microsoft Outlook

Features in contact detail

If you open in Microsoft Outlook a contact detail, the menu changes in ACMARK panel options menu for the contact.

sugarcrm-kontakt-detailmenu

Panel contact detail offers:

  • Synchronize contacts – synchronizes contacts from Microsoft Outlook to SugarCRM. Closely described in Function: Synchronize
  • Open a contact in SugarCRM – opens a contact in SugarCRM using the selected browser if the browser is no selected default will be used. If the contact has not yet been synchronized to SugarCRM  before opening the detail is loaded and then opened.
  • Link contact with SugarCRM – we can choose with whom contact in SugarCRM has Microsoft Outlook to connect, and then link between these two contacts synchronization will take place. We describe in more detail, see Function: Link Contact with SugarCRM.

Functions in contacts list – context menu

The functions are displayed when you click on the selected entry with right mouse button.

They have the same properties as a function of contact detail.

sugarcrm-kontakt-kontextovemenu