Make Empowered Decisions with a 360-Degree View of SuiteCRM Activity

Posted by on February 11, 2020
Make your CRM data more effective and transparent with Kanban capabilities! Dynamic Boards creates a Kanban view in your SuiteCRM, presenting a 360-degree visual of activities relating to your Leads, Opportunities and Cases.
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Activate Smarter Search Functionality with Quick Search

Posted by on February 10, 2020
The Quick Search add-on enables users to search instantly in any SuiteCRM module’s list within a specific field. Once configured for a specific field or all fields within a module, a convenient search box can be accessed at the top of the columns, so users can get results from that specific column’s field.
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Track, Review and Manage Your Team's SuiteCRM Activity

Posted by on February 6, 2020
With the 360 View Tracker add-on, track and understand your team’s day-to-day SuiteCRM activities. From logins/logouts to updates, imports/exports and more, get user details and IP addresses to help review, report and manage your CRM team processes.
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Gain Visibility to FreshBooks Accounting Details in SuiteCRM

Posted by on February 3, 2020
With the FreshBook Integration, your team easily gains visibility to all FreshBooks accounting details while working in SuiteCRM. Your accounts and invoices are synced between both platforms, so it's simple to push or fetch data in just one click.
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[Video Tutorial]: Creating User-Defined Functions in Sapiens.BI for SuiteCRM

Posted by on January 30, 2020
One of the most powerful features in the reporting tool is the ability to create user-defined functions via the user interface. There are almost limitless options, including: calculating actual sales ratios vs. targets, opportunity aging, actual lead cost vs. marketing campaign budget, and so many more! The video below will help you master one of the more complex functionalities of Sapiens.BI.
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