Bring in EventBrite attendees for timely follow-up marketing

Posted by on December 3, 2018
Conferences, meet-ups, etc can be a powerful marketing tool, but it takes more than just showing up to get a full return on investment. By using EventBrite for your events and syncing it to SuiteCRM you can better market to your attendees in a timely manner and get more out of these opportunities.

Allow your admins to better help your users with OneClick Sudo Login

Posted by on November 28, 2018
I am a big fan of utility add-ons like this one. Being able to log in as any user saves countless hours and allows you to better serve your end users from a support and development perspective. This add-on pays for itself quickly and the additional security bonus of not having to pass around passwords is a huge plus.

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.