Contact Lookups
Once settings on admin access are configured:
2. Click on
3. Logout from admin access.
4. Login to the UCM as user and navigate under "User PortalValue-added FeatureCRM User Settings".
Click on "Enable CRM" and enter the username/password associated with the CRM account then click on
. The status will change from "Logged Out" to "Logged In". User can start then using
and
SugarCRM features.
Select from the "Available" list of lookups and press
select where the UCM can perform the lookups on the CRM tables,
Leads, Accounts, and Contacts.
and
.
Figure 230: CRM User Settings
UCM630X Series User Manual
Version 1.0.2.25
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