Dropbox integration with SuiteCRM gives you the best way to organize your Dropbox files in SuiteCRM. We have simplified the Dropbox organizational process by allowing users to drag and drop documents to a record, then a folder will automatically be created in Dropbox with the right documents inside.
Highlevel Overview
Running any business requires documents that need to be shared, and the Suite Dropbox plugin by Urdhva Tech lets you access and add Dropbox files while working in SuiteCRM.
Suite Dropbox Functions
- Drag and drop function for accounts and contacts module
- Download Dropbox documents from SuiteCRM
- Options to delete unwanted documents from Dropbox directly from SuiteCRM
Installation and Folder Set Up
Once this add-on is installed in SuiteCRM, you need a one-time configuration for Dropbox integration. It will create one master folder during the configuration, then it will create the account name's folder when you drop a document from detail view of accounts. If you haven't uploaded documents to specific accounts and in detail view of contacts when you drop a document, it will create two folders: one for the parent account name and one for the contact name.
To learn more about this solution, go to Suite Dropbox or search for "Dropbox."
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Email Sync
Email Sync add-on for SuiteCRM provides users a way to customize their personal email inbox to send, receive, view, and store emails for convenient retrieval and reference at any point in time.
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Find and Replace
The Find and Replace extension enables you to find a specific word and replace it with a different word all from the list view. Run the replace against one record or as many as you would like. No longer do you need to slowly go from record to record to make wholesale changes.
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