MTS Related Record Preview helps SuiteCRM users view related record information while in List View or Detail View without wasting time opening new tabs. Click the preview-eye icon near Account name to efficiently see more details, all while remaining in the same window.
Reassign Related Records is a SuiteCRM add-on that automatically transfers ownership of all related records when a parent record gets reassigned to another user. New users can take over and more easily communicate with a customer or make decisions based on previous activities.
DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail...
Quick Updater makes it possible for you to Update the Module Record information from Listview, Update Related Field & Parent Relate Field information directly from Modules Create/Editview where Related fields Display. This will help you to quickly update records as you no longer need to save and the...
To view an uploaded document in SuiteCRM, the user has to download the document from SuiteCRM to the local machine and then the user has to open the document using an application. If the application to view the document is not available, the user has to find and Install it. We ease this process by i...
The History Email Sync add-on allows SuiteCRM users to create and track previous email conversations with customers, plus save time with the ability to easily view emails in the profile subpanel without completely switching over to the email module. Admin users will also have direct access to any us...
RecordCreator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact inform...
Record Local Time is a SuiteCRM tool that allows you to automatically display the current local time of any record in Leads, Contact or Accounts, based on the timezone or address specified in the record.
View email messages directly in the history panel itself or detach the Emails and Notes sub panel and see them in their own separate sub panel.
Google Drive Integration for Suite CRM module uploads all your CRM documents to Google Drive. The user can preview the document, download, and get the shareable link within the CRM. The module provides a one-stop solution for document management with Google Drive.
Ensure you are sending the right documents to your prospects and customers. With the PDF Template Viewer add-on, you can easily preview PDF templates before downloading or sending them to customers via email.
The Related QuickView add-on creates a speedy way for SuiteCRM users to view a field’s related details without opening new tabs. While in Detail View and List View, simply hover over specific field names in 8 different modules (Accounts, Contacts, Leads, etc.) and a QuickView pop-up will appear th...
The MTS Activity Stream add-on enables users to view a list of activities performed on records. By using this solution, users can see who has updated important information on a CRM record and avoid making duplicate actions. Also, this feature helps admin monitor other users’ activities by reviewin...
The Custom Filter add-on for SuiteCRM allows you to filter and search for desired records from the total list of records, plus save and display the Custom Filter search separately in the module. Create complex filters to find specific records to assign to different sales reps and much more.
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
MTS History Summary is a tool that gives you an overview of the history for SuiteCRM records (Accounts, Contacts, Leads). View the last actions taken per record, such as: number of emails sent or calls made, or the last time contact was made. This empowers your business teams to reach out to custome...
List-view Colors for SuiteCRM is designed to add color to the rows and text on a list for each row. The highlighting is done based on conditions/filters that you define. Great for identifying records that require attention based on specific conditions.
Timer Tracker helps users manage time spent on each activity within SuiteCRM. It integrates seamlessly with Billing (both Invoice & Quotes) to make generating billing based on hours accrued for customers a breeze.
Add the ability to not only upload multiple files, but also the ability to preview different file types right from inside SuiteCRM. Supports many file types such as PDF, Word Docs, TXT, PNG, JPG, and more.
Save time attaching documents to your SuiteCRM records by using Boru’s Drag and Drop add-on for the Documents module. With easy-to-use functionality, users can upload multiple documents to a record at once.
