Check for Duplicates by Any Email, Phone, or Name Field

Posted by on July 16, 2019
Avoid that sinking feeling of learning much too late that you have been looking at the wrong record the whole time by using a tool such as Duplicate Checker. Whenever you enter an email, phone, or name you will be prompted with any potential duplicate which lets you know if they exist already in your CRM.

Add Line Items to Opportunities, Print to PDF, Convert to Quotes

Posted by on July 14, 2019
Breakdown your Opportunities with more detail by adding line items. These line items then convert right over into a Quote. Also create nice Opportunity PDF summaries by defining a template for how to lay out those line items.

A Better Way to Manage and Maintain Your Target Lists

Posted by on July 11, 2019
Target Lists are a critical necessity for many businesses. They hold your most important customers, leads, and prospects. But it can be painful to manage those lists and often they end up out-of-date and missing key data. With Target List Wizard you can reduce and even eliminate those mistakes along with the time consuming management process. By utilizing reports and workflows you can keep your lists up-to-date automatically, resulting in more effective campaigns.

Give Your Team a Complete View of All WooCommerce Customers and Orders

Posted by on July 10, 2019
Run a store? Use WooCommerce for it? Pull all of your products, customers, and orders into SuiteCRM so that your team has a complete view. With the ability to send quotes for your products directly from your CRM there are some really cool possibilities for additional automation based on your unique business needs.

In-App Notifications for CRM Record Assignments

Posted by on July 7, 2019
Need to make sure that folks know whenever a record has been assigned to them? Notify them within SuiteCRM with MTS Notification. It will add an unread notification alert in the menu bar along with a message of what was assigned to them.