Highlevel Overview
Dropbox is a popular platform that provides you with a personal cloud storage service, frequently used for uploading various file types, sharing files, and collaborating on files with your team. The Dropbox Integration for SuiteCRM by Helfertech gives you the best way to organize your CRM files in Dropbox. This simplified process enables users to select the option to save files on the local server or upload to Dropbox.
Key Features
- Ability to store your files in one safe place
- Ability to upload files from Document and Notes modules
- Ability to provide option to save locally or upload on the store
- Bulk upload from the ListView
How it Works
Dropbox Integration with SuiteCRM gives you the ability to create, edit, upload, and manage day-to-day documents.
Put your parent folder name and paste the access token on the configuration screen.
To learn more about this solution, go to Dropbox Integration for SuiteCRM or search for "Dropbox."
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Error Trap
When errors go unnoticed until reported by users, the issues begin to add up and it's hard to get ahead of correcting them. With the Error Trap plugin, you can capture errors in SuiteCRM and notify users to take action, helping your teams to manage any issues proactively versus reactively.
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Audit Calls
Who reassigned this call? When was the status field adjusted? The SuiteCRM Calls module doesn't allow Auditing the same way as other modules do. Fix that with this quick add-on.
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