Member SinceAugust 20th, 2019
Last SeenJuly 10th, 2023
Ward does not have any add-ons for sale.
Support March 13th, 2023 @ 2:58 pm
Ability to filter the Contacts in that module by TL and then bulk add/remove Contacts, and mass update other fields based on that subset of contacts in the TL. Potentially would also want to tie it into the Reports module for use of those auto-update features too.View Comment
Support October 7th, 2022 @ 2:25 am
I was also wondering about this - what is the answer?View Comment
Support May 3rd, 2020 @ 2:12 pm
That would be awesome! Here is a little color to several Use Cases wrapped up in one: As you know, ootb hides some subpanels based on their Role permissions, but not all of them since some are not normal 'modules' or the user has 'owner' permission for List or View permissions for a certain module causing those subpanels to show up under other modules. This not only can be confusing to the user, but it seems impossible to for us to hide the 'Select' button from those subpanels, which therefore allows the user to add Contacts or Accounts etc. to a subpanel they should not even be seeing.View Comment
Documentation December 20th, 2019 @ 12:13 am
Very impressed with this addon, an elegant design and I did not expect it to be as full featured as it is and it installed flawlessly. The lack of install instructions did not impress me though . This should help others: https://www.appjetty.com/media/ExtensionDocument/Userguide/SuiteCRMTrashBin.pdf
Also, like most addons, you must perform a Quick Repair/Rebuild as soon as it is done installing so the admin section shows up properly to enter your license key, then again after every change to any modules (as instructed on screen in the app).
FYI - for any module selected, on the the Detail View page, it adds a new Tab (Trash Bin Information) and two new fields: reason_deleted_c and reason_restored_c. It does not add them on the Edit page, even if synced w/ detail view page. Makes sense to be r/o mode.View Comment
Support December 2nd, 2019 @ 4:26 am
Thank you for your quick reply. CRM User = Employee We expect to have a lot of new users (aka employees) signing up soon and instead of setting them up manually, we want to open self-service, using email as a validation as many other platforms do. Will watch your videos and learn more.
It would be very helpful if you had a comparison that shows exactly what PM can do that isn't already built into AOW - do you have that?View Comment
Documentation September 24th, 2019 @ 3:03 am
Is this add-on still valid? The link to the Chrome Extension is 404, can you please update it?View Comment
December 19th, 2019 @ 8:22 pm
Click, click, click - done! So much better than copy/paste, copy/paste, copy/paste, copy/paste, copy/paste, copy/paste, copy/paste, copy/paste, copy/paste... Initially the addon had a few glitches, but the dev team at Dreamer hopped right on them and now the app works like a dream! View Add-on
February 3rd, 2020 @ 7:38 pm
Been using 6+ months and it's a solid add-on everyone should install. It really helps us gain insight into our user's activities so we can better support them on things they are doing, or not doing, without having to ask them. View Add-on
March 11th, 2023 @ 10:05 pm
The TL Wizard and Security Suite Enhanced Teams add-ons are the two best investments I made for SuiteCRM, I use them every day. Since they were built with solid, bug-free code, I can rely on them as a key asset to my business. View Add-on
Ward has not created any Wanted Add-ons.