Show SuiteCRM Panels Based On Field Values

Posted by on August 23, 2018
Solving a very common need in SuiteCRM, Dynamic Panels makes it possible to show very specific panels of fields based on the value of a field. For example, if you are running an insurance business you can show just the fields for Commercial Vehicles if that type of vehicle plan is selected.

Custom Outgoing SMTP Settings for Any User

Posted by on August 13, 2018
Depending on what you use SuiteCRM for, there probably has been a time where you needed to be able to have emails sent out of the CRM to come from the user involved rather than a general email account. This is where Multiple SMTP comes in. With it you can configure a different outgoing email server for just the users that fit this scenario.

Quick Updater Makes It Possible to Edit Related Records

Posted by on July 30, 2018
A nice, simple solution to what used to be an annoying, time wasting scenario. From any relate field on a record you can now edit and update the related data without leaving the edit screen. Before, if you needed to update something such as the account address from a contact record you would have to save the contact, go to the account, click on edit, then change the address and save. With Quick Updater it's just a click of a button on the contact to bring up the account record to edit and save.

Using Freshdesk? Bring that data into SuiteCRM for a fuller customer picture

Posted by on July 27, 2018
Working with the latest Freshdesk API v2.0, this integration by Dreamer Technologies brings in not only any case created in Freshdesk, but also the contacts, accounts, and replies associated to a case. Having Freskdesk cases copied into SuiteCRM helps remove another silo and gives visibility into every interaction your team is having with a customer or prospect. Armed with better information, your SuiteCRM users will be able to make sure the customer is taken care of and also to feel better cared for.

Score your records for better efficiency with Profile Scoring

Posted by on July 24, 2018
This new solution by Variance InfoTech Pvt Ltd makes it possible to weight your records and assign a score based on the field values. With these scores your team will be able to quickly identify where their time and effort is best spent next. The result of being able to better focus on the right leads should result in quicker closed deals.