In-App Notifications for CRM Record Assignments
Need to make sure that folks know whenever a record has been assigned to them? Notify them within SuiteCRM with MTS Notification. It will add an unread notification alert in the menu bar along with a message of what was assigned to them.
Step into the Future of Operations with SuiteCRM Mobile App
Imagine you are visiting a client in LA. Would you rather carry bulky paper presentations or rather just have online PowerPoint presentations which you can access from anywhere? It is the same with customer data. You don’t have to stick to your computer to be able to understand your customers. There are mobile CRM apps which give you the flexibility to work from anywhere.
Use DocuSign For Signing Contracts, NDAs, Agreements
E-signature solutions are a must these days for managing any document requiring a signature. Utilizing these solutions can greatly reduce the hassle and time to get key agreements signed and executed. DocuSign is a very popular signing solution and for good reason. And with this integration you can utilize DocuSign templates within SuiteCRM and map fields between your docs and SuiteCRM fields.
Take Good Care of Personal Data by Anonymizing It
With GDPR and the potential penalties that come from being out of compliance, it is more important than ever to take good care of the personal data in your CRM. Data Anonymizer helps by scrambling the personal identifying data while maintain record integrity within the system. Absolutely a must for on all of your test instances that contain copies of your live CRM data.
A New Studio File Field for Smoother Uploads and Access
The File Field allows you to add unlimited file fields in Studio. What's nice about it is that you can also set the file upload as required. Since having this field avoids having to use Notes or the Document module as a work around you save time with managing files and it also follows your role security configuration so that only the appropriate users have access to the files.
Random Spotlight
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Adobe Acrobat Sign Integration
Using this complete SuiteCRM and Adobe Acrobat Sign integration, you can quickly pull data from key modules (Account, Quote, Contract and more) and send it out for signature directly from SuiteCRM. Signed documents are then returned to SuiteCRM and attached to the document envelope of the correspond...
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MTS Favorite Widget
Click to ‘favorite’ your SuiteCRM records in a flash and easily refer back to them later. The MTS Favorite Widget enables users to quickly mark any important record in the list view of any module as a favorite.
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Audit Calls
Who reassigned this call? When was the status field adjusted? The SuiteCRM Calls module doesn't allow Auditing the same way as other modules do. Fix that with this quick add-on.
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