Immediately See All Activity on a Record With the New History Time Line View

Posted by on April 10, 2019
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.
Read Full Entry

Auto Populate Fields Whenever a Relate Field Changes

Posted by on March 18, 2019
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.
Read Full Entry

Copy Over Your QuickBooks Invoices, Items, and Contacts

Posted by on March 11, 2019
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.
Read Full Entry

Cleaner Email Lists = More Effective Campaigns

Posted by on March 4, 2019
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.
Read Full Entry

Recover, Track, Automate with Trash Bin for SuiteCRM

Posted by on February 25, 2019
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.
Read Full Entry
38394041424344454647484950515253

Subscribe to this blog

Random Spotlight