With the 360 View Tracker add-on, track and understand your team’s day-to-day SuiteCRM activities. From logins/logouts to updates, imports/exports and more, get user details and IP addresses to help review, report and manage your CRM team processes.
Highlevel Overview
Created by Brainvire Infotech, 360 View Tracker gives you a clear picture of your SuiteCRM user activity. Oversee your CRM team’s daily functions to help streamline protocols and manage business efficiently.
Unique Features:
The 360 View Tracker add-on is designed to track all user activities from start to finish. Admin users can view all team member activities and also run daily reports for analysis.
- Track login and logout history with IP address tracking
- Track import/export of module data, plus download the data
- Track all default CRM module activity like create, update and delete
- Choose settings to enable/disable modules you want tracked
- Separate UI for import/export data tracking, where you can apply filters based on date and modules
- Export data of import/export data tracker in CSV, excel or PDF format
Oversee user activities based on module, date and action.
Listing page configuration:
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Detail View of updated data:
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To learn more about this solution, go to 360 View Tracker or search for "team tracking."
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Sync with QuickBooks
Reduce time and effort by automatically syncing your accounting data between QuickBooks Online and SuiteCRM. Keeps your data accurate by not having to manually enter and maintain data on your CRM records and vice versa. Syncs your Accounts, Contacts, Invoices, and Products/Items.
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Conditional Notifications
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
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