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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ProtonicTech Email Scheduler
ProtonicTech Email Scheduler add-on for SuiteCRM provides users a way to send scheduled emails with ease. Email Scheduler sends emails straight into the email queue directly from any standard SuiteCRM email composer.
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Jira Service Desk with SuiteCRM
The Jira Service Desk add-on integrates the best of Jira’s collaborative ITSM software for rapid service delivery with your SuiteCRM platform. Your business can work more competently with Jira Service Desk Issues, Customers, Comments and Organizations synced to SuiteCRM.
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LinkedIn Leads for SuiteCRM
Push the LinkedIn Information as a Lead into SuiteCRM. With the Chrome extension the LinkedIn fields will automatically populate in the Lead form. From there you can push it into your CRM by clicking on Save.
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