How Dynamic Panels Help Commercial Loan Providers and Other Industries
We dig into some real world use cases for Dynamic Panels to show how you could use it to show only the fields you need to show based on the selection of a drop down value.
Bring in LinkedIn Profiles to SuiteCRM Leads
Using the new Chrome extension by Dreamer Technologies, you can copy over any connections or contacts in LinkedIn as a SuiteCRM lead. It works with the latest LinkedIn UI along with all versions of SuiteCRM 7. This reduces the copy/paste process by making it a single click to load a lead form and then another to save it to the CRM.
Get Immediately Notified When Something Breaks Down
Proactively monitor your SuiteCRM to make sure that: the system is up and running, emails are sending out, queries are running fast, no one misses a meeting or call, you get notified any sort of event that you may want to monitor using SQL, and more. By installing this both on your server and in your SuiteCRM you can monitor and be alerted on a number of different activities which lets you get ahead of potentially disastrous situations.
Check for Duplicates by Any Email, Phone, or Name Field
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.
Add Line Items to Opportunities, Print to PDF, Convert to Quotes
Breakdown your Opportunities with more detail by adding line items. These line items then convert right over into a Quote. Also create nice Opportunity PDF summaries by defining a template for how to lay out those line items.
Random Spotlight
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Twilio SMS Extension
Twilio SMS extension allows you to send SMS (leads, contacts, employees, prospects, users accounts) and receive ( from Twilio) with details such as message, date and time of SMS, status, etc.
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SuiteCRM Enterprise-Class Outlook Integration
Implicit FrontEnd provides deep integration with Microsoft Outlook. In addition to full two-way synchronization of Outlook data such as contacts and calendars, it allows you to sync CRM data including accounts, opportunities, quotes etc. so that you can do all your CRM work without leaving Outlook. ...
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Duplicate Analysis
Find duplicate records by names, any phone numbers, and email-address from modules like Account, Contacts, Leads. This add-on helps you to quickly find and merge any duplicate records in your CRM.
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