Drag & Drop With No Extra Clicks
What I like about this document upload solution is that the user doesn't need to do any extra steps to start the upload. No needing to click an upload button. No confirmation needed. Just go to the record and immediately drag and drop all the documents that you need to upload.
Add More Flexibility By Enabling Unlimited Field Entries
Turn any TextField type in SuiteCRM into a multi-entry field with this latest release by Business Fundamentals.
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.
Random Spotlight
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Gmail Chrome Tool for SuiteCRM
Accelerate your sales and marketing efforts while browsing the web by directly connecting your SuiteCRM contacts from Gmail using the Gmail Chrome Tool for SuiteCRM.
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SuiteCRM Simultaneous Logins
Simultaneous Logins is a SuiteCRM add-on that empowers Admins to allow or deny multiple CRM login sessions that use the same user credentials. This feature helps users detect if their account is being used at another location, potentially leaving sensitive CRM data vulnerable.
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Proximity Search
Proximity searches are becoming more essential to businesses every day. Sales and marketing teams use them to organize field visits and campaigns. The real estate industry use them to offer better alternative locations to their customers. Hotel, travel and tourism businesses use them to offer variou...
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