Speed up Processing Time with Quick Subpanel
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.
Use Contactually Along With SuiteCRM
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.
New SecuritySuite Features Including Multiple Assigned Users
When I first released the alpha version of SecuritySuite over 10 years ago I could not imagine it being used by tens of thousands of businesses every single day. Today, SuiteCRM includes a basic version of SecuritySuite by default. Wow! I am forever grateful.
This leads me to the big announcement. I have never posted a blog about SecuritySuite before, but I am so excited about these new capabilities and plans that I had to share them. These are not included in SuiteCRM by default. Please humor me for a few minutes and read on.
GDPR compliance simplified for SuiteCRM
GDPR has been a hot topic for the past few months as it impacts just about every business and includes requirements that could add considerable effort in order to be in compliance. KIMANU put together a great solution to simplify that effort with a host of tools.
Mobile meeting planning with QuickCRM 6.2
The new release of QuickCRM makes it easier to plan your meetings while on the road. Quickly identify Accounts, Contacts or Leads nearby your meetings in the Calendar map view, so that you can plan new meetings and optimize your trips. Found an account nearby? Use the new Schedule Meeting functionality.
Random Spotlight
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Conditional Notifications
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
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Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports. -
Enjay Blueberry - De-duplication Analysis SuiteCRM
Search for duplicates on names, phone numbers, or email address right from your contact, lead, or account lists. Ensure data quality by then merging or removing duplicates.
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