Highlevel Overview
Get upfront access to your favorite SuiteCRM accounts, opportunities, and much more.
If you are heavily using SuiteCRM Favorites, this new Favorites Dashlet add-on developed by NS-Team will allow you to display your favorite data right on your home page, helping save time and multiple clicks to access the right information.
How it works
You can configure to display all of your favorite records, or only records for selected modules. In addition to being able to view or edit the record, the more information button opens a pop-up with additional details:
You have the option to create dashlets for selected modules only. Here, you can configure the dashlet and filter the module.
For example, you can create a "Favorite Accounts" dashlet and a "Favorite Opportunities" dashlet. If you select only one module, you can hide the module field on the top right of the configuration page.
To learn more about this solution, go to Favorites Dashlet or search for "favorites."
-
FreshBook Integration
With the FreshBook Integration, your team easily gains visibility to all FreshBook accounting details while working in SuiteCRM. Your accounts and invoices are synced between both platforms, so it's simple to push or fetch data in one click.
-
Activity Monitor
Monitor user activities such as when a record gets added, updated, or deleted. Also see when users log in and out of the CRM.
- Show more addons