How to Apply Field Level Security in SuiteCRM

Posted by on August 23, 2019
Your CRM contains sensitive information which you wouldn’t want to show to some of your employees like interns, part-timers, sales reps, or any other CRM users. Hence, SuiteCRM, by default, provides module restriction functionality. Applying that, you can create user roles and restrict certain SuiteCRM modules to them based on the assigned roles. Here’s how you can do that:

Data Privacy Best Practices for SuiteCRM That Go Beyond GDPR

Posted by on August 21, 2019
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

Posted by on August 19, 2019
​Export your data, sorted as desired, from any list view or subpanel.

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.