Auto Populate Fields Whenever a Relate Field Changes

19/03/19 03:40 PM By Tin - Comment(s)
The title says it all. Whenever a relate field gets set or changed, map fields from that record over to the current record. Read on to learn more.


High level Overview


Need to auto populate value based on the value of related field? For this requirement Auto Populate is the perfect solution. The advanc...

Integrate SuiteCRM With Mautic

28/01/19 07:11 PM By Nico - Comment(s)

You already keep much of your most important data in your CRM. It is a no-brainer to make that data available to your marketing platform in order to create more effective, automated campaigns. If you are using Mautic then using this integration is another no-brainer.


Highlevel Overview


One of the worl...

Hassle Free Dropdown Editing With QDropdowns

22/01/19 10:51 AM By Nico - Comment(s)

Whether you need to make wholesale changes to your lists, slightly reorder them, or just a quick edit, this new add-on by Infospectrum makes it a breeze.


Besides the ability to export and import lists, drag and drop reordering, and the click to edit functionality you can also assign lists to specific...

Increase Project Resource Utilization Awareness

15/01/19 01:11 PM By Nico - Comment(s)

A common challenge with managing projects in SuiteCRM is trying to figure out if people have too much or not enough work assigned to them. Well Timeo just came out with a solution that makes this easy to see with their new Capacity Manager add-on. By adding a new Plan Board view you can now easily s...

Enterprise Outlook, Exchange, and Office 365 integrations for SuiteCRM

11/12/18 03:39 PM By Nico - Comment(s)

Implicit Inc. specializes in Outlook integrations and, quite frankly, they are really good at it. The newest member of their family of products is the recently launched Outlook Plugin for iOS, Android & OWA. This release coincides with major new releases of their other three fantastic products b...

Bring in EventBrite attendees for timely follow-up marketing

11/12/18 03:23 PM By Nico - Comment(s)

Conferences, meet-ups, etc can be a powerful marketing tool, but it takes more than just showing up to get a full return on investment. By using EventBrite for your events and syncing it to SuiteCRM you can better market to your attendees in a timely manner and get more out of these opportunities.

Hi...

Allow your admins to better help your users with OneClick Sudo Login

04/12/18 03:42 PM By Nico - Comment(s)

Sudo Login (or Masquerade) allows Administrators to log in as any regular user without asking for their password and without disconnecting them. Specially useful for configuring their workspace (filters, reports, dashboard) or to support users (reproduce issues, help them step by step, etc).


I am a b...

Keep Exchange Rates Up To Date in SuiteCRM With Currency Controller

13/11/18 12:04 PM By Tin - Comment(s)


If your company deals with more than one currency then you can relate to some of these common challenges in managing those currencies in your CRM:

●  Why can't I import currencies to update them?

●  Can I really only update one currency at a time?

●  Where do I get up-to-date currency in...

ScotlandPHP 2018 Conference

22/10/18 05:55 PM By Nico - Comment(s)
At the recent ScotlandPHP 2018 conference held in Edinburgh on Saturday October 6th the team from SalesAgilty, who were also one of the event’s sponsors, enjoyed a good day filled with excellent thought provoking talks.

Amongst the keynote speakers Nils Adermann co-creator of Composer articulated som...

Send and receive WhatsApp messages in SuiteCRM

16/10/18 02:48 PM By Christine - Comment(s)

We are excited to announce an end-to-end WhatsApp integration that enables your business to:

  • Send one-off messages
  • Send bulk messages
  • Send automated messages based on workflow
  • Receive messages


If you are using WhatsApp for your business then definitely check this one out.

Highlevel Overview

Whats...

Find and Replace Words Across Many Records

08/10/18 04:51 PM By Leonyl - Comment(s)

Highlevel Overview

The Find and Replace extension enables you to find a specific word and replace it with a different word all from the list view. Run the replace against one record or as many as you would like. No longer do you need to slowly go from record to record to make wholesale changes.

 

...

A Customizable iOS and Android Mobile App for SuiteCRM

22/05/18 11:03 AM By Leonyl - Comment(s)

How often do you find yourself on your smartphone? Maybe you find yourself needing to manage leads, contacts, and other data on the go or perhaps you’re at a convention with spotty internet and can’t access your leads and contacts, or you’re the kind of person who pulls out your phone to v...

A Few Thoughts On Facebook, Data Protection And CRM

10/05/18 11:37 AM By Leonyl - Comment(s)

Perhaps you’ve been in the camp of believing that the tech industry’s heightened focus on data privacy and GDPR is a little overblown? If so, I understand. At times, GDPR compliance has seemed like a major inconvenience and nothing more.

It’s easy to fall into that mindset until something significant...

SUITECRM 7.10.2 MAINTENANCE PATCH RELEASED

10/05/18 11:21 AM By Leonyl - Comment(s)

We are excited to announce a new release of SuiteCRM, version 7.10.2. This is a minor release of SuiteCRM featuring 33 enhancements and bugfixes. At the same time the SuiteCRM 7.8.16 (LTS) have been released.

SalesAgility, the driving force behind SuiteCRM, is excited to announce a new release of Sui...

WHEN FORMING YOUR CRM SELECTION TEAM, DON’T FORGET THE USERS

10/05/18 11:17 AM By Leonyl - Comment(s)

When our sales team is in the early stages with potential customers, one of the first lengthy discussions is about who should be in the room and part of the CRM selection team. These are the folks who mull over what’s important and what’s not in the CRM they ultimately select.

Most companies pull in ...

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