Drag & Drop With No Extra Clicks

Posted by on September 9, 2019
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.
Read Full Entry

Add More Flexibility By Enabling Unlimited Field Entries

Posted by on September 3, 2019
Turn any TextField type in SuiteCRM into a multi-entry field with this latest release by Business Fundamentals.
Read Full Entry

SendGrid, Mautic, Constant Contact, Active Campaign, SendIn Blue All In One Integration

Posted by on August 26, 2019
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.
Read Full Entry

How to Apply Field Level Security in SuiteCRM

Posted by on August 23, 2019
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:
Read Full Entry

Data Privacy Best Practices for SuiteCRM That Go Beyond GDPR

Posted by on August 21, 2019
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.
Read Full Entry
37383940414243444546474849505152

Subscribe to this blog

Random Spotlight