The latest release of Quick2Email adds some great new features to make SuiteCRM that much more effective to use.
- Added ability to pick, edit and merge PDF Template and Email Template
- Send from the Account/Contact/Lead detail view
- Account email address merging now supported (not just related contacts)
Here is the new and improved sending process showcasing the ability to edit and attach a PDF on the fly.
Editing and Emailing PDFs on the Fly
Learn more about Quick2Email and how it makes emailing within SuiteCRM easier.
-
Heatmap
Visualizing your SuiteCRM geocoded data is now easy! With this Heatmap dashlet you will be able to easily identify clusters of data on a map based on the density of the data points and optional data points weight.
-
Scan Identical Leads
Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.
-
Sapiens.BI Basic - Analytic Reporting
Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 p...
- Show more addons