Highlevel Overview
Have you ever dreamed of being able to use account fields when searching for contacts, opportunities, quotes, or cases? The developers at NS-Team created Accounts Search to make it happen! With this add-on, SuiteCRM users can now search for data using the various account fields in related modules.
How it Works
Accounts Search works without any PHP coding, enabling you to:
- Search for contacts where account type is customer and industry is Telecom
- Search for cases where account strategic customer checkbox is checked
Supported Field Types
- Text fields
- Dropdown fields
- Checkboxes
- Relate fields
A configuration page allows you to define which search field you need in any module related to accounts (including custom modules):
To learn more about this solution, go to Accounts Search or search for "account field search."
-
Mautic Integration
Mautic Integration allows you to connect your SuiteCRM Leads, Contacts, Accounts, Products, and Target List with Mautic. Sync data from SuiteCRM to Mautic and vice versa using Manual and Automatic Sync.
-
Tally Integration with SuiteCRM
Tally helps your business manage accounting and inventory in a simplified way, and now you can access the convenience of Tally within SuiteCRM. Sync your Account, Product and Invoice categories from Tally to SuiteCRM. Create new accounts in Tally from your CRM, link and sync existing CRM accounts in...
-
Qlips-Meeting
Easily Organize, Manage and Join Online Meetings from SuiteCRM With the Qlips-Meeting add-on for SuiteCRM, you can easily schedule and host online meetings from the SuiteCRM meeting module. Invite participants directly from Contacts, Leads, Targets, and the Employee Module.
- Show more addons