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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Xero Integration
The Xero Integration allows you to connect SuiteCRM to Xero. The plugin plays a very important role to deal with changes in both SuiteCRM and Xero. When a user creates, edits, or deletes any record in Xero, changes will automatically occur in SuiteCRM as well, and vice versa, by using the Xero Integ...
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Custom Filter
The Custom Filter add-on for SuiteCRM allows you to filter and search for desired records from the total list of records, plus save and display the Custom Filter search separately in the module. Create complex filters to find specific records to assign to different sales reps and much more.
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