Duplicate Analysis as Part of Your On-Going Data Cleanliness

Posted by on August 13, 2019
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.

Posted by on August 11, 2019
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

Posted by on July 26, 2019
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.

Bring in LinkedIn Profiles to SuiteCRM Leads

Posted by on July 24, 2019
Using the new Chrome extension by Dreamer Technologies, you can copy over any connections or contacts in LinkedIn as a SuiteCRM lead. It works with the latest LinkedIn UI along with all versions of SuiteCRM 7. This reduces the copy/paste process by making it a single click to load a lead form and then another to save it to the CRM.

Get Immediately Notified When Something Breaks Down

Posted by on July 22, 2019
Proactively monitor your SuiteCRM to make sure that: the system is up and running, emails are sending out, queries are running fast, no one misses a meeting or call, you get notified any sort of event that you may want to monitor using SQL, and more. By installing this both on your server and in your SuiteCRM you can monitor and be alerted on a number of different activities which lets you get ahead of potentially disastrous situations.