Avoid that sinking feeling of learning much too late that you have been looking at the wrong record the whole time by using a tool such as Duplicate Checker.
Whenever you enter an email, phone, or name you will be prompted with any potential duplicate which lets you know if they exist already in your CRM.
Highlevel Overview
Duplicate Checker helps to prevent duplicate records in SuiteCRM for the Account, Contact and Lead modules. If your CRM has duplicate records then the wrong data can be displayed and used by your users. Stop the possibility of misleading information being used by your team by using Duplicate Checker.
Check Duplicates By Email
Check Duplicates By Name
Check Duplicates By Phone
To learn more about this solution go to Duplicate Checker or search for "duplicate".
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Electronic signatures provide a binding way to authenticate a document. We have simplified this in SuiteCRM with an easy-to-use electronic signature capture and embed tool. You can use the E-Signature Field add-on in any default module of SuiteCRM.
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User Audit Log
The SuiteCRM User Audit Log add-on is designed to track all user audit activities from start to finish. Get a comprehensive view of your CRM team’s daily functions to help streamline protocols and manage the business more efficiently.
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