Dropbox integration with SuiteCRM gives you the best way to organize your Dropbox files in SuiteCRM. We have simplified the Dropbox organizational process by allowing users to drag and drop documents to a record, then a folder will automatically be created in Dropbox with the right documents inside.
#2943 - Is it compatible for leads and product and opportunities module as well
Hi there, I have a pre-sale question, can I use dropbox feature for leads, products and opportunities?
Also, how stable the add-on is?
Thanks Niz
lodevlayen
4 years ago
Hello, Thank you for contacting us. The current scope covers only accounts and contacts. When a contact uploads a document, the Contact's folder is created within the Account folder on dropbox and then the document is uploaded to the contact. In order to support other modules we can customize it for you additionally. You may get-in touch with us over Skype. Our Skype id is urdhvatech
Thanks & Regards, Team Urdhva Tech
a year ago
I may also be interested in the ability to have files / dropbox links in our projects / opportunities or cases potentially. I currently have setup where leads are converted to opportunities, then opportunities are converted to projects (via a workflow). Would be nice to be able to move client files (attachments ) seamlessly through the entire process.
a year ago
Thank you for your interest in our add-on. We can customize it to meet your specific requirements. Let's have a detailed discussion on Skype. You can reach us at Skype ID: urdhvatech.
Thanks & Regards, Team Urdhva Tech