Export From Any List or Subpanel to CSV, PDF or XLS
Export your data, sorted as desired, from any list view or subpanel.
Duplicate Analysis as Part of Your On-Going Data Cleanliness
Duplicate data can cause a number of issues. Projections can be thrown off, teams could be working off the wrong record, critical items could fall through the crack. To help minimize that risk it is important to maintain an on-going data cleanliness process. A big part of that is having a tool to help you identify those potential data issues. This is where Duplicate Analysis comes in.
Have Specific Form Needs? Use Dynamic Forms to Create It.
Many businesses have different form requirements based on the customer's needs. Buying life insurance? That's a different form than car insurance.
The trouble comes when you try to use the traditional, all-field form of a contact. Every field for every purpose is on the customer record in SuiteCRM. This makes it painful to fill out for very specific needs when only a subset of fields are needed.
Dynamic Forms solves this by enabling you to create specific forms for your specific use-case.
How Dynamic Panels Help Commercial Loan Providers and Other Industries
We dig into some real world use cases for Dynamic Panels to show how you could use it to show only the fields you need to show based on the selection of a drop down value.
Bring in LinkedIn Profiles to SuiteCRM Leads
Using the new Chrome extension by Dreamer Technologies, you can copy over any connections or contacts in LinkedIn as a SuiteCRM lead. It works with the latest LinkedIn UI along with all versions of SuiteCRM 7. This reduces the copy/paste process by making it a single click to load a lead form and then another to save it to the CRM.
Random Spotlight
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GDPR Data Privacy
A GDPR Data Privacy solution for SuiteCRM provides companies like yours with the tools to build trust while enhancing customer experiences. This customized solution is not just about meeting GDPR Regulatory, But this solution implements best practices for data privacy into how they do business. It i...
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Recycle Bin
Deleted a record by accident? Use Recycle Bin to undelete it.
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MTS Record Score
MTS Record Score is a powerful tool that enables you to assign and manage scores for records in any SuiteCRM module, transforming your raw data into actionable insights.
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