Signature Capturing and Document Embedding
This new solution by Brainvire skips the typical e-signature middle man by handling everything using SuiteCRM alone. Read on to learn more.
Show SuiteCRM Panels Based On Field Values
Solving a very common need in SuiteCRM, Dynamic Panels makes it possible to show very specific panels of fields based on the value of a field.
For example, if you are running an insurance business you can show just the fields for Commercial Vehicles if that type of vehicle plan is selected.
Custom Outgoing SMTP Settings for Any User
Depending on what you use SuiteCRM for, there probably has been a time where you needed to be able to have emails sent out of the CRM to come from the user involved rather than a general email account.
This is where Multiple SMTP comes in. With it you can configure a different outgoing email server for just the users that fit this scenario.
Quick Updater Makes It Possible to Edit Related Records
A nice, simple solution to what used to be an annoying, time wasting scenario. From any relate field on a record you can now edit and update the related data without leaving the edit screen. Before, if you needed to update something such as the account address from a contact record you would have to save the contact, go to the account, click on edit, then change the address and save. With Quick Updater it's just a click of a button on the contact to bring up the account record to edit and save.
Using Freshdesk? Bring that data into SuiteCRM for a fuller customer picture
Working with the latest Freshdesk API v2.0, this integration by Dreamer Technologies brings in not only any case created in Freshdesk, but also the contacts, accounts, and replies associated to a case. Having Freskdesk cases copied into SuiteCRM helps remove another silo and gives visibility into every interaction your team is having with a customer or prospect. Armed with better information, your SuiteCRM users will be able to make sure the customer is taken care of and also to feel better cared for.
Random Spotlight
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CRM Assistant for Gmail™
Boost sales efficiency with SuiteCRM Integration for Gmail. Link emails, and manage data & tasks directly from your inbox.
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MTS Assistant
The MTS Assistant add-on helps your sales and support teams prioritize their next steps by delivering important updates to their SuiteCRM home page throughout the day. See open actions that need immediate attention or nurturing, so you can avoid missing deadlines and follow ups.
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MTS Duplicate Check SuiteCRM 8
MTS Duplicate Check is a SuiteCRM 8 plugin that warns users about duplicate records in real time — before anything is saved. When a match is found, a popup shows the existing records so users can decide whether to proceed or update the one already in the system.
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