Sugar CRM Generic Web Launcher usage

SugarCRM & Web Launcher

So let's say that you have your own SugarCRM implementation.  You would like to open a contact or opportunity by the incoming Caller ID if it matches something already in your Sugar database.

The search string for this type of search would be like:

In the string above, crm.fonality.com should be changed to YOUR COMPANY'S SUGAR URL.

Now let's take a moment to discuss the pitfalls here:

1. The phone number stored in Sugar must match exactly the Caller ID information sent by your phone company.

   1. If you have a phone number like 310-861-4300 (with dashes), but the phone company sends3108614300 - the number won't match.

2. Sugar may find more than one match, and return a list of possible results instead of an exact contact or opportunity.  This may or may not be what you want - but it's important to be aware of the possibility.

You could, instead of the above URL, send the call to a CGI that formats the number for you as you have information stored in Sugar.  So you could write a simple CGI that runs a PERL script to perform some simple formatting on the phone number so that it will match your Sugar input.