How to View a Contact
1.A Open an email in Outlook. Click the Open Sidebar button to display the related entry. The sidebar will then load the related Contact.
1.B Enter the email address into the Recipients field from Compose or Reply form. Click Open Sidebar button to open the related entry.
How to Create a Contact
1.A Open an email sent from a recipient that is not a record in Sugar. Click the Open Sidebar button. It will show the options to add the email address as a Contact.
1.B Enter the email address on the Compose or Reply Form. Click the Open Sidebar button. Collabspot sidebar will display the option to add the email address as a Contact.
2. Click on Add to SugarCRM as Contact to create a Contact.
3. Fill out the information in the form then click Save Changes button.
4. A confirmation message will appear once you have successfully created a Contact.
Note: User can also create new Contacts without the need of email address from the Module list. To know more, please click this link.