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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Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
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Account 360-degree View
Give users a summary of important entries connected to their accounts with the Account 360-degree View add-on for SuiteCRM. Track the number of completed and planned activities, status of projects, sales opportunities and more per account. The view also contains a map showing the account’s locatio...
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