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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SuiteCRM Calendly Integration
The integration of SuiteCRM and Calendly offers a seamless solution for efficient appointment scheduling and customer relationship management. It simplifies workflows, enhances customer engagement, and delivers valuable insights, ultimately improving the overall customer experience and boosting the ...
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All-In-One CTI
All-In-One CTI is a computer telephony integration between SugarCRM and most popular PBXs. Easy install. Stable work. 100% support.
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Address Lookup
Get more accurate addresses and speed up data-entry time. Auto-suggests addresses as you start to type. Auto-fills street, city, state, country, and zip code reducing address entry time by 90%. Works world-wide. Simplified data entry for contacts, accounts, and leads.
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