Quick Updater Makes It Possible to Edit Related Records

Posted by on July 30, 2018
A nice, simple solution to what used to be an annoying, time wasting scenario. From any relate field on a record you can now edit and update the related data without leaving the edit screen. Before, if you needed to update something such as the account address from a contact record you would have to save the contact, go to the account, click on edit, then change the address and save. With Quick Updater it's just a click of a button on the contact to bring up the account record to edit and save.
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Using Freshdesk? Bring that data into SuiteCRM for a fuller customer picture

Posted by on July 27, 2018
Working with the latest Freshdesk API v2.0, this integration by Dreamer Technologies brings in not only any case created in Freshdesk, but also the contacts, accounts, and replies associated to a case. Having Freskdesk cases copied into SuiteCRM helps remove another silo and gives visibility into every interaction your team is having with a customer or prospect. Armed with better information, your SuiteCRM users will be able to make sure the customer is taken care of and also to feel better cared for.
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Score your records for better efficiency with Profile Scoring

Posted by on July 24, 2018
This new solution by Variance InfoTech Pvt Ltd makes it possible to weight your records and assign a score based on the field values. With these scores your team will be able to quickly identify where their time and effort is best spent next. The result of being able to better focus on the right leads should result in quicker closed deals.
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Speed up Processing Time with Quick Subpanel

Posted by on July 19, 2018
One of my personal pains with CRM is when I need to spend so much time interfacing with the UI. One of those pain points is when I need to quickly find a contact for an account. In our set up the contacts subpanel is somewhere in the middle of the subpanel list. It not only takes time to scroll down to that area, it also requires my weak eyes to strain while trying to find the correct subpanel in the pile of data. This is why I'm excited for Quick Subpanel. It's not a huge, fancy new feature, but the simplicity of it is the beauty. With it I can save the eye strain and time so that I can focus on the real business value.
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Use Contactually Along With SuiteCRM

Posted by on July 9, 2018
Contactually is a popular contact database for real estate agents and brokerages. Using it along with SuiteCRM creates a powerful combination. SuiteCRM's tools for automation, marketing, self service portals, etc makes it a no brainer for Contactually users. This integration provides a way for contacts to be synced between the applications.
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