In this blog post, we’ll explore how to enhance the Cases module in SuiteCRM by replacing a standard textarea field with a TinyMCE editor, and enabling the functionality to paste images directly into the editor. This is particularly useful for situations where detailed information, including screenshots or other visual elements, Read more…
Quite a bit of functionality for SuiteCRM to run properly depends on the Scheduler. A cron job (or Task) on the server triggers the system to check for existing jobs to run and process new jobs. Workflows based on a schedule are a good example of this. Other out of Read more…
This screencast demonstrates how to use built in Workflows and Background Updater from Jackal Software to keep days in sales stage calculations up to date in SuiteCRM
Managing users in SuiteCRM is a time consuming duty for CRM administrators. Earlier this year we launched Dashboard Copy Manager For SuiteCRM which allows admin users to copy user dashboards across their organization. A missing piece was making managing those users easier for admins. To address this we launched Organization Chart Read more…
We just launched a new SuiteCRM plugin on the SuiteCRM Store called Dashboard Copy Manager. This tool is designed for administrators to quickly deploy a Home Page to multiple Users, Groups, or Roles. Without this tool administrators must login as each user and set up their accounts individually. This can be time Read more…
One issue that comes up occasionally for people hosting their own SugarCRM or SuiteCRM instance is running out of storage on their server. SugarCRM and SuiteCRM by default use a directory called ‘upload’ located in the root of your instance to store all file attachments. This tutorial will show you how Read more…
This is just a quick and easy tip for adding payment options to your SugarCRM or SuiteCRM Invoices to make it easier to get paid and get paid faster. PayPal has a nice feature called PayPal Me (https://paypal.me) which provides a link you can share to take PayPal payments. After Read more…