Data Privacy Best Practices for SuiteCRM That Go Beyond GDPR
Here is a solution that goes beyond standard GDPR requirements by focusing also on general data privacy best practices. Urdhva Tech believes that doing so is a core tenet to building a stronger relationship with your customers. Read on to learn more.
Export From Any List or Subpanel to CSV, PDF or XLS
Export your data, sorted as desired, from any list view or subpanel.
Duplicate Analysis as Part of Your On-Going Data Cleanliness
Duplicate data can cause a number of issues. Projections can be thrown off, teams could be working off the wrong record, critical items could fall through the crack. To help minimize that risk it is important to maintain an on-going data cleanliness process. A big part of that is having a tool to help you identify those potential data issues. This is where Duplicate Analysis comes in.
Have Specific Form Needs? Use Dynamic Forms to Create It.
Many businesses have different form requirements based on the customer's needs. Buying life insurance? That's a different form than car insurance.
The trouble comes when you try to use the traditional, all-field form of a contact. Every field for every purpose is on the customer record in SuiteCRM. This makes it painful to fill out for very specific needs when only a subset of fields are needed.
Dynamic Forms solves this by enabling you to create specific forms for your specific use-case.
How Dynamic Panels Help Commercial Loan Providers and Other Industries
We dig into some real world use cases for Dynamic Panels to show how you could use it to show only the fields you need to show based on the selection of a drop down value.
Random Spotlight
-
SuiteCRM Brand Management Ninja
SuiteCRM Brand Manager Ninja gives you the ability to seamlessly change logos and text in CRM. This will allow you to individualize your CRM to your specific company brand.
-
SuiteCRM Outlook Plugin for iOS, Android & OWA
When you're on the road, Outlook is essential for continuing to communicate with your customers. Implicit FrontEnd is essential for accessing SuiteCRM, updating and creating new CRM records, scheduling meetings and archiving email to SuiteCRM.
-
EventBrite Integration With SuiteCRM
Eventbrite SuiteCRM integration brings you an option to synchronize those event and attendee details to SuiteCRM. Great for funneling these new leads or contacts into your post-event marketing campaigns.
- Show more addons