Keep Exchange Rates Up To Date in SuiteCRM With Currency Controller

Posted by on November 7, 2018
If your company deals with more than one currency then you can relate to some of these common challenges in managing those currencies in your CRM. For example, why can't I import currencies to update them? Can I really only update one currency at a time? Where do I get up-to-date currency information? How can our users see how the exchange rates have changed over time? If that sounds familiar than read on to learn more...

Score or Rate Your Records For Better Results

Posted by on November 5, 2018
Finding which records are best to focus on next can be a challenge. Now you can do just that by scoring records and then sort or filter based on those scores. Not only is this great for leads or opportunities, it works great with all other modules, including custom modules.

Enable or Disable Specific Dashlets by Role in SuiteCRM

Posted by on October 31, 2018
There are times where you want certain user roles to be able to see a given dashlet and other times where you do not even if they have data permissions to that module. Dashlet Roles gives you that flexibility to turn on or off dashlets for certain roles without having to change the module permissions for those users.

Related Record Creator Helps Speed Up Data Entry

Posted by on October 29, 2018
This solution reduces unnecessary and time consuming double data entry by making it simple to copy over data from one record to another related record.

Create PDF and Word Docs From Any Record in SuiteCRM

Posted by on October 24, 2018
Generating great looking documents from SuiteCRM just got a whole bunch easier with DocParser. However you use your CRM, you can now design templates that use your data to create PDFs or Word docs. This includes any related data as well as any custom modules that are important to your business.