Immediately See All Activity on a Record With the New History Time Line View
It is challenging to go to an opportunity or a lead and see what activity recently happened and in what order. For example, was an email sent last or was a call just scheduled? It is hard to determine at first look. You have to go through each subpanel and figure it out yourself. All of that hassle is solved with the new History Time Line View. You can see all of that information immediately. Saves time and gets you important information right away.
Auto Populate Fields Whenever a Relate Field Changes
The title says it all. Whenever a relate field gets set or changed, map fields from that record over to the current record. Read on to learn more.
Copy Over Your QuickBooks Invoices, Items, and Contacts
This QuickBooks solution keeps your contacts up to date in both systems while copying over products and invoices over to SuiteCRM. Read on to learn more.
Cleaner Email Lists = More Effective Campaigns
If you are doing any sort of email marketing (and you probably should be) then this new add-on should be of interest. It helps to keep your email lists clean by verifying addresses. This then helps to keep your overall spam scores low resulting in better email deliverability. Read on to learn more.
Recover, Track, Automate with Trash Bin for SuiteCRM
Besides being able to restore deleted records, Trash Bin kicks it up a notch with the following additional abilities: track reasons for deletions, set up auto deletions, turn on for any stock or custom module, and manage Trash Bin permissions. Read on to learn more.
Random Spotlight
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Advanced Marketing Lists
Advanced Marketing Lists automatically fill Target Lists and keep updated the Campaigns to which they are associated.
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Mail Merge Reports
Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.
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Email Verification Integration With SuiteCRM
Email verification can really improve email deliverability. Success of any email marketing program largely depends on its email deliverability. No longer get fake email addresses & hard bounces. You can verify email addresses when editing records and even do bulk verifications from the list view.
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