SendGrid, Mautic, Constant Contact, Active Campaign, SendIn Blue All In One Integration
Variance InfoTech has created an integration that will work with many of the most popular email marketing platforms out there. See the table in this post to see if your marketing software is supported.
How to Apply Field Level Security in SuiteCRM
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
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
Export your data, sorted as desired, from any list view or subpanel.
Duplicate Analysis as Part of Your On-Going Data Cleanliness
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.
Random Spotlight
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Accounts Global View
Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.
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Dashboard Copy Manager
Administrators can copy dashboards from any user to any number of users, security groups, or roles. Save time logging in as individual users to set up their dashboards.
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QuickBooks Integration with SuiteCRM
Sync QuickBooks Customer,Invoice & Products in SuiteCRM. The integration will generate a Contact in SuiteCRM whenever you create a customer, an Invoice when a new Invoice is created, and a Product when a new Item is created.
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