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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Glances - Integrate SuiteCRM with all your apps
The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.
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SugarChimp
Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on SuiteCRM data so you can market to the right people at the right time. Compatible with all versions of SuiteCRM.
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MTS Theme Builder
MTS Theme Builder is a tool that helps you customize themes for your SuiteCRM system. There’s no code needed to create a professional theme with unique colors that works best for you and your team.
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