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
-
BV True Number
The Brainvire True Number add-on provides phone number verification for your SuiteCRM contacts. Users can better manage their time by knowing what customer numbers are correct versus incorrect, before they make attempts to reach out.
-
RT Telephony
Unify communications within SuiteCRM! Leverage Twilio to make calls, send SMS chats, and launch SMS campaigns directly from your CRM. Enhance customer engagement and streamline workflows.
-
SMS Integration with SuiteCRM
SMS add-on automation makes your business available anytime. Send SMS from SuiteCRM at one click from any module. You can also create workflow SMS and get a reply back as an Inbound SMS.
- Show more addons