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...

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