by Think Bixby Technologies

The Share Search Results add-on for SuiteCRM will make your users’ lives easier by allowing them to share List View Search filters over email, Slack, IM, WhatsApp or your favorite messaging tool.

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Share List View searches with other users in one click

Improve user adoption by installing Share Search Results, a helpful SuiteCRM plugin.

Our tool will install a new “Send” button on all List Views. Users can click this button to retrieve a shareable URL or link to the current search, which they can then send to their teammates.

Screenshot showing the new button

The links can be shared over email, Slack, direct message or any messaging software.

Screenshot of dialog showing URL to search result

Without this plugin the team is hassled by user error as individuals attempt to describe and follow the set up of new search criteria, like:

  • Click on “Accounts”
  • Click “Advanced Search”
  • Set City to “Atlanta”
  • Set State to "Georgia"
  • Set Type to “Customer”
  • Sort by Name

Why go through this pain when the user can share the URL with a quick click of the mouse? The reduction in user error and user frustration will lead to an increase in user adoption. Does the user prefer to manually build a search query or click a link you gave them?

Screenshot of share link being sent over Slack

Secure URLs

The links your team will be sharing are secured by the same login system as your SuiteCRM system. The links are simply a shortcut to building a filter that the user would normally have to create manually.

Support for the Latest Systems

Tested and verified with the most recent SuiteCRM builds, including both the Latest Version and the Latest LTS Version.

Start Your Free Trial Now

Click here to start your free 30-day trial. After going through the checkout process, you will be provided with the license key and download package needed to fully test the product. If you have any questions, please create a support case and we'll help you.

Demo

Here's a quick demonstration of the tool in action:

Demonstration

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* Free 30 day trial