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SUITECRM 8 BETA
SuiteCRM is an open source Customer Relationship Management (CRM) software solution that provides a 360-degree view of your customersand business.
ACCOUNTS :: SUITECRM DOCUMENTATION The Accounts module is the centralised base from which you can create an association with most records in SuiteCRM. It is possible to create a relationship with Contacts, Converted Leads, Opportunities, any Activity such as Emails or Meetings and Cases. Accounts in SuiteCRM will typically hold all information specific to a company that your organisation will have a relationship with. In real OPPORTUNITIES :: SUITECRM DOCUMENTATION An Opportunity is a qualified Sales prospect with a likely chance that they will be able to do business with your company. You have established that they have buying power and have entered into the buying cycle. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is 'Closed Lost or 'Closed Won'. Opportunities Actions You can access the Opportunities SURVEYS :: SUITECRM DOCUMENTATION Table of Contents Overview Create Survey Add Questions Further Options View Survey Edit Survey Survey Responses Survey Reports Survey Campaign Overview The Surveys module allows you to create a web-based survey with a variety of question-type options. The responses received are stored in SuiteCRM and can be viewed on a per-respondent basis or as a detailed summary report using charts whereSUITE TO XERO
SuiteCRM BI-Directional link to Xero Automated BI-DIRECTIONAL synch between SuiteCRM and Xero, synch most recent record. Accounts, Contacts, Invoice and Products, connect and forget. Synch based on your criteria. This module also gives you the ability to manually update Accounts/Contacts/Invoice records to/from Xero COMMAND LINE TOOLS :: SUITECRM DOCUMENTATION This enhancement is only available in SuiteCRM from version 7.11 onwards. SuiteCRM’s Elasticsearch integration ships with two useful command-line tools powered by Robo. These two commands allow to perform indexing and searches from the command-line, making debug and integration with external tools easier. These commands require a working connection to the database, if you are running WORKING WITH BEANS :: SUITECRM DOCUMENTATION Table of Contents The BeanFactory SugarBean Searching for beans get_list get_full_list retrieve_by_string_fields Accessing fields Marking a Bean as deleted Related beans get_linked_beans Relationships Beans are the Model in SuiteCRM’s MVC (Model View Controller) architecture. They allow retrieving data from the database as objects and allow persisting and editing records. This section will INSTALL NEW LANGUAGES :: SUITECRM DOCUMENTATION If you are not adding a new language to SuiteCRM, but rather updating an already installed language, make sure you start by following the appropriate Language Packs Update guide. Download a Language pack Choose either Stable SuiteCRM Language Packs or Latest Build SuiteCRM Language Packs Choose your version and language Download ZIP file Installation steps Login as English ELASTICSEARCH :: SUITECRM DOCUMENTATION Elasticsearch. This enhancement is only available in SuiteCRM from version 7.11 onwards. SUITECRM - OPEN SOURCE CRM SOFTWARE APPLICATION FOR BUSINESSESDOWNLOADSUITEASSUREDDOCUMENTATIONSALESNON-PROFITFINANCE Community. SuiteASSURED delivers the freedoms, quality and innovation of Open Source CRM with the security, warranties and indemnities of proprietary software. It is the world’s first assurance program for Open Source CRM systems and provides you with a total care package foryour CRM needs.
SUITECRM 8 BETA
SuiteCRM is an open source Customer Relationship Management (CRM) software solution that provides a 360-degree view of your customersand business.
ACCOUNTS :: SUITECRM DOCUMENTATION The Accounts module is the centralised base from which you can create an association with most records in SuiteCRM. It is possible to create a relationship with Contacts, Converted Leads, Opportunities, any Activity such as Emails or Meetings and Cases. Accounts in SuiteCRM will typically hold all information specific to a company that your organisation will have a relationship with. In real OPPORTUNITIES :: SUITECRM DOCUMENTATION An Opportunity is a qualified Sales prospect with a likely chance that they will be able to do business with your company. You have established that they have buying power and have entered into the buying cycle. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is 'Closed Lost or 'Closed Won'. Opportunities Actions You can access the Opportunities SURVEYS :: SUITECRM DOCUMENTATION Table of Contents Overview Create Survey Add Questions Further Options View Survey Edit Survey Survey Responses Survey Reports Survey Campaign Overview The Surveys module allows you to create a web-based survey with a variety of question-type options. The responses received are stored in SuiteCRM and can be viewed on a per-respondent basis or as a detailed summary report using charts whereSUITE TO XERO
SuiteCRM BI-Directional link to Xero Automated BI-DIRECTIONAL synch between SuiteCRM and Xero, synch most recent record. Accounts, Contacts, Invoice and Products, connect and forget. Synch based on your criteria. This module also gives you the ability to manually update Accounts/Contacts/Invoice records to/from Xero COMMAND LINE TOOLS :: SUITECRM DOCUMENTATION This enhancement is only available in SuiteCRM from version 7.11 onwards. SuiteCRM’s Elasticsearch integration ships with two useful command-line tools powered by Robo. These two commands allow to perform indexing and searches from the command-line, making debug and integration with external tools easier. These commands require a working connection to the database, if you are running WORKING WITH BEANS :: SUITECRM DOCUMENTATION Table of Contents The BeanFactory SugarBean Searching for beans get_list get_full_list retrieve_by_string_fields Accessing fields Marking a Bean as deleted Related beans get_linked_beans Relationships Beans are the Model in SuiteCRM’s MVC (Model View Controller) architecture. They allow retrieving data from the database as objects and allow persisting and editing records. This section will INSTALL NEW LANGUAGES :: SUITECRM DOCUMENTATION If you are not adding a new language to SuiteCRM, but rather updating an already installed language, make sure you start by following the appropriate Language Packs Update guide. Download a Language pack Choose either Stable SuiteCRM Language Packs or Latest Build SuiteCRM Language Packs Choose your version and language Download ZIP file Installation steps Login as English ELASTICSEARCH :: SUITECRM DOCUMENTATION Elasticsearch. This enhancement is only available in SuiteCRM from version 7.11 onwards. CAMPAIGNS :: SUITECRM DOCUMENTATION Table of Contents Overview Create a Campaign Campaign Header Target Lists Templates Tracker URLs Marketing Send Email and Summary Campaign Status and Response Tracking Campaign ROI Tracking Web To Person Form Overview The Campaigns module in SuiteCRM can be a very powerful marketing and advertising tool for your organisation allowing you to create and track both email and non-email TASKS :: SUITECRM DOCUMENTATION SuiteCRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action. Tasks Actions You can access the Tasks actions from the Tasks module menu drop down or via the Sidebar. The Tasks actions are as follows: Create Task – A new form is opened in Edit View to allow you to create anew Task record.
CASES :: SUITECRM DOCUMENTATION In SuiteCRM Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function. A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved. At each stage of the Case the User can track and update the incoming and outgoing conversation thread so a clear record of what has occurred API V4.1 :: SUITECRM DOCUMENTATION This documentation pertains to SuiteCRM versions up to v.7.9.x. Since SuiteCRM version 7.10, a brand new v8 REST API is available. The SuiteCRM API allows third party code to access and edit SuiteCRM data and functionality. Using the API SuiteCRM has both a REST and a SOAP API. Which API you want to use will largely come down to personal preference and the support for SOAP/REST libraries in SALES :: SUITECRM DOCUMENTATION The first 'Suite' of advanced modules is AOS(Advanced Open Sales). The various modules that are part of the AOS suite of modules allow you to manage the Post-Opportunity Sales processes such as Quoting, Invoicing and recurring Contracting. This functionality is made available to you through the following modules: Product Categories Products PDF Templates Quotations Invoices Contracts AOS REPORTS :: SUITECRM DOCUMENTATION Reports Advanced Open Reports (AOR) is the reporting module within SuiteCRM. AOR can be accessed by clicking the 'Reports' link within the navigation menu. The reporting module allows users to report on CRM data from any module and has many features to display key information quickly. Creating Reports To create a report, hover over the Reports module on the navigation bar and select 'Create NAVIGATION ELEMENTS :: SUITECRM DOCUMENTATION The ability to easily view and navigate to areas of the CRM is key to improved productivity and user adoption. SuiteCRM has a clear UI which has various elements we will cover in this section. Top navigation menu The top navigation menu is the main menu users will use to navigate to modules to create and manage records. The standard layout for the top navigation is a list of 10 modules. EMAILS :: SUITECRM DOCUMENTATION The Emails module in SuiteCRM allows Users to view, store, compose, send and receive email from their own personal email account or a shared inbox, for example a Support or Sales inbox. Emails can be imported and associated with a related SuiteCRM record, for example a Contact or an Account. These related emails can then be viewed on the history subpanel of the related record. EMAIL :: SUITECRM DOCUMENTATION Table of Contents Mail Accounts Overview Email Settings Outgoing Mail Configuration Email Options Inbound Email Group Email Account Bounce Handling Account Outbound Email Campaign Email Settings Email Queue Mail Accounts Overview Configuring email for SuiteCRM provides a wide range of features, including sending personal emails to contacts, automatic creation of cases, sending notifications COMPATIBILITY MATRIX :: SUITECRM DOCUMENTATION Versions SuiteCRM 7.11.x Platform Linux, Unix, Mac OS Any version supporting PHP Windows Windows Server 2008+ PHP 5.6, 7.0, 7.1, 7.2, 7.3 (starting from SuiteCRM 7.11 SUITECRM - OPEN SOURCE CRM SOFTWARE APPLICATION FOR BUSINESSESDOWNLOADSUITEASSUREDDOCUMENTATIONSALESNON-PROFITFINANCE Community. SuiteASSURED delivers the freedoms, quality and innovation of Open Source CRM with the security, warranties and indemnities of proprietary software. It is the world’s first assurance program for Open Source CRM systems and provides you with a total care package foryour CRM needs.
DOWNLOAD - SUITECRMSELLDEMO Get Started Download SuiteCRM right now, create your free SuiteCRM account and get started! Latest version Latest LTS version Upgrades Latest Pre-Release Pure SuiteCRM. Nothing hidden. Everything to play with. Download SuiteCRM-7.11.20 Size : 55SUITECRM 8 BETA
SuiteCRM is an open source Customer Relationship Management (CRM) software solution that provides a 360-degree view of your customersand business.
SUITECRM DOCUMENTATION :: SUITECRM DOCUMENTATION Creating a Custom SuiteP Sub-theme. Since SuiteCRM 7.10, the SuiteP theme started to have 4 Sub-themes called Dawn, Day, Dusk and Night. This article teaches how to "fork" one of these and start a new Sub-theme of your own. I will create a new Sub-theme called Noon, based on Day , and I will make some changes in order to increase thecontrast
CORE MODULES :: SUITECRM DOCUMENTATION All you need to know to successfully use SuiteCRM as an End-User, Developer or Administrator, plus Community Guidelines and TechnicalBlog.
OPPORTUNITIES :: SUITECRM DOCUMENTATION An Opportunity is a qualified Sales prospect with a likely chance that they will be able to do business with your company. You have established that they have buying power and have entered into the buying cycle. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is 'Closed Lost or 'Closed Won'. Opportunities Actions You can access the Opportunities CAMPAIGNS :: SUITECRM DOCUMENTATION Table of Contents Overview Create a Campaign Campaign Header Target Lists Templates Tracker URLs Marketing Send Email and Summary Campaign Status and Response Tracking Campaign ROI Tracking Web To Person Form Overview The Campaigns module in SuiteCRM can be a very powerful marketing and advertising tool for your organisation allowing you to create and track both email and non-email NAVIGATION ELEMENTS :: SUITECRM DOCUMENTATION The ability to easily view and navigate to areas of the CRM is key to improved productivity and user adoption. SuiteCRM has a clear UI which has various elements we will cover in this section. Top navigation menu The top navigation menu is the main menu users will use to navigate to modules to create and manage records. The standard layout for the top navigation is a list of 10 modules. EMAILS :: SUITECRM DOCUMENTATION The Emails module in SuiteCRM allows Users to view, store, compose, send and receive email from their own personal email account or a shared inbox, for example a Support or Sales inbox. Emails can be imported and associated with a related SuiteCRM record, for example a Contact or an Account. These related emails can then be viewed on the history subpanel of the related record. WORKING WITH BEANS :: SUITECRM DOCUMENTATION Table of Contents The BeanFactory SugarBean Searching for beans get_list get_full_list retrieve_by_string_fields Accessing fields Marking a Bean as deleted Related beans get_linked_beans Relationships Beans are the Model in SuiteCRM’s MVC (Model View Controller) architecture. They allow retrieving data from the database as objects and allow persisting and editing records. This section will SUITECRM - OPEN SOURCE CRM SOFTWARE APPLICATION FOR BUSINESSESDOWNLOADSUITEASSUREDDOCUMENTATIONSALESNON-PROFITFINANCE Community. SuiteASSURED delivers the freedoms, quality and innovation of Open Source CRM with the security, warranties and indemnities of proprietary software. It is the world’s first assurance program for Open Source CRM systems and provides you with a total care package foryour CRM needs.
DOWNLOAD - SUITECRMSELLDEMO Get Started Download SuiteCRM right now, create your free SuiteCRM account and get started! Latest version Latest LTS version Upgrades Latest Pre-Release Pure SuiteCRM. Nothing hidden. Everything to play with. Download SuiteCRM-7.11.20 Size : 55SUITECRM 8 BETA
SuiteCRM is an open source Customer Relationship Management (CRM) software solution that provides a 360-degree view of your customersand business.
SUITECRM DOCUMENTATION :: SUITECRM DOCUMENTATION Creating a Custom SuiteP Sub-theme. Since SuiteCRM 7.10, the SuiteP theme started to have 4 Sub-themes called Dawn, Day, Dusk and Night. This article teaches how to "fork" one of these and start a new Sub-theme of your own. I will create a new Sub-theme called Noon, based on Day , and I will make some changes in order to increase thecontrast
CORE MODULES :: SUITECRM DOCUMENTATION All you need to know to successfully use SuiteCRM as an End-User, Developer or Administrator, plus Community Guidelines and TechnicalBlog.
OPPORTUNITIES :: SUITECRM DOCUMENTATION An Opportunity is a qualified Sales prospect with a likely chance that they will be able to do business with your company. You have established that they have buying power and have entered into the buying cycle. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is 'Closed Lost or 'Closed Won'. Opportunities Actions You can access the Opportunities CAMPAIGNS :: SUITECRM DOCUMENTATION Table of Contents Overview Create a Campaign Campaign Header Target Lists Templates Tracker URLs Marketing Send Email and Summary Campaign Status and Response Tracking Campaign ROI Tracking Web To Person Form Overview The Campaigns module in SuiteCRM can be a very powerful marketing and advertising tool for your organisation allowing you to create and track both email and non-email NAVIGATION ELEMENTS :: SUITECRM DOCUMENTATION The ability to easily view and navigate to areas of the CRM is key to improved productivity and user adoption. SuiteCRM has a clear UI which has various elements we will cover in this section. Top navigation menu The top navigation menu is the main menu users will use to navigate to modules to create and manage records. The standard layout for the top navigation is a list of 10 modules. EMAILS :: SUITECRM DOCUMENTATION The Emails module in SuiteCRM allows Users to view, store, compose, send and receive email from their own personal email account or a shared inbox, for example a Support or Sales inbox. Emails can be imported and associated with a related SuiteCRM record, for example a Contact or an Account. These related emails can then be viewed on the history subpanel of the related record. WORKING WITH BEANS :: SUITECRM DOCUMENTATION Table of Contents The BeanFactory SugarBean Searching for beans get_list get_full_list retrieve_by_string_fields Accessing fields Marking a Bean as deleted Related beans get_linked_beans Relationships Beans are the Model in SuiteCRM’s MVC (Model View Controller) architecture. They allow retrieving data from the database as objects and allow persisting and editing records. This section willUPGRADE SUITECRM
Get up to date Upgrade your SuiteCRM, and get the newest features! Latest version Latest LTS version Upgrade Latest Pre-Release SuiteCRM Upgrades Upgrade to SuiteCRM 7.11.20 SuiteCRM Upgrade 7.11.x to 7.11.20 Size : 34 MB MD5 CASES :: SUITECRM DOCUMENTATION In SuiteCRM Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function. A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved. At each stage of the Case the User can track and update the incoming and outgoing conversation thread so a clear record of what has occurred WORKING WITH BEANS :: SUITECRM DOCUMENTATION Table of Contents The BeanFactory SugarBean Searching for beans get_list get_full_list retrieve_by_string_fields Accessing fields Marking a Bean as deleted Related beans get_linked_beans Relationships Beans are the Model in SuiteCRM’s MVC (Model View Controller) architecture. They allow retrieving data from the database as objects and allow persisting and editing records. This section will LOGIC HOOKS :: SUITECRM DOCUMENTATION Intro Logic hooks allow you to hook into various events in SuiteCRM to fire custom code. This can allow you to, for example, make a call to an external API, or to create a new record if certain events occur. Types Logic hooks can occur in three contexts. These contexts are Application Hooks, Module Hooks and User Hooks. These are detailed below. Application Hooks Application hooks are hooks DOWNLOADING & INSTALLING :: SUITECRM DOCUMENTATION The following documentation is for SuiteCRM Version 8+; to see documentation on the same topic for Version 7, click here. Downloading and installing SuiteCRM If you are installing SuiteCRM for the first time, follow the instructions in this section. If you have an earlier version of SuiteCRM installed, refer to the upgrade section for instructions on how to upgrade your SuiteCRM instance WORKFLOWS :: SUITECRM DOCUMENTATION Workflows is a module for SuiteCRM allowing users to create custom workflow processes. Historically this module was called Advanced Open Workflow (AOW).It allows users to trigger various system actions based on conditions from any SuiteCRM module. REPORTS :: SUITECRM DOCUMENTATION Reports Advanced Open Reports (AOR) is the reporting module within SuiteCRM. AOR can be accessed by clicking the 'Reports' link within the navigation menu. The reporting module allows users to report on CRM data from any module and has many features to display key information quickly. Creating Reports To create a report, hover over the Reports module on the navigation bar and select 'Create EMAIL - SUITECRM DOCUMENTATION :: SUITECRM DOCUMENTATION Table of Contents Mail Accounts Overview Email Settings Outgoing Mail Configuration Email Options Inbound Email Group Email Account Bounce Handling Account Outbound Email Campaign Email Settings Email Queue Mail Accounts Overview Configuring email for SuiteCRM provides a wide range of features, including sending personal emails to contacts, automatic creation of cases, sending notifications GOOGLE MAPS :: SUITECRM DOCUMENTATION Google Map Setup. Before you start working with maps, you must obtain an API key and save it in the system. To do this, in the Administration panel in the subsection Google services → Setting up Google maps click on the Get API key link, follow the requested steps to get the key and save it in the map configuration settings. INSTALL NEW LANGUAGES :: SUITECRM DOCUMENTATION If you are not adding a new language to SuiteCRM, but rather updating an already installed language, make sure you start by following the appropriate Language Packs Update guide. Download a Language pack Choose either Stable SuiteCRM Language Packs or Latest Build SuiteCRM Language Packs Choose your version and language Download ZIP file Installation steps Login as English SUITECRM - OPEN SOURCE CRM SOFTWARE APPLICATION FOR BUSINESSESDOWNLOADSUITEASSUREDDOCUMENTATIONSALESNON-PROFITFINANCE Community. SuiteASSURED delivers the freedoms, quality and innovation of Open Source CRM with the security, warranties and indemnities of proprietary software. It is the world’s first assurance program for Open Source CRM systems and provides you with a total care package foryour CRM needs.
DOWNLOAD - SUITECRMSELLDEMO Get Started Download SuiteCRM right now, create your free SuiteCRM account and get started! Latest version Latest LTS version Upgrades Latest Pre-Release Pure SuiteCRM. Nothing hidden. Everything to play with. Download SuiteCRM-7.11.20 Size : 55 SUITECRM DOCUMENTATION :: SUITECRM DOCUMENTATION Creating a Custom SuiteP Sub-theme. Since SuiteCRM 7.10, the SuiteP theme started to have 4 Sub-themes called Dawn, Day, Dusk and Night. This article teaches how to "fork" one of these and start a new Sub-theme of your own. I will create a new Sub-theme called Noon, based on Day , and I will make some changes in order to increase thecontrast
SUITECRM 8 BETA
SuiteCRM is an open source Customer Relationship Management (CRM) software solution that provides a 360-degree view of your customersand business.
WORKFLOWS :: SUITECRM DOCUMENTATION Workflows is a module for SuiteCRM allowing users to create custom workflow processes. Historically this module was called Advanced Open Workflow (AOW).It allows users to trigger various system actions based on conditions from any SuiteCRM module. EMAILS :: SUITECRM DOCUMENTATION The Emails module in SuiteCRM allows Users to view, store, compose, send and receive email from their own personal email account or a shared inbox, for example a Support or Sales inbox. Emails can be imported and associated with a related SuiteCRM record, for example a Contact or an Account. These related emails can then be viewed on the history subpanel of the related record. DEVELOPER GUIDE :: SUITECRM DOCUMENTATION All you need to know to successfully use SuiteCRM as an End-User, Developer or Administrator, plus Community Guidelines and TechnicalBlog.
WORKING WITH BEANS :: SUITECRM DOCUMENTATIONGITHUB SUITECRMSUITECRM 8SUITECRM PHPSUITECRM SYNOLOGY Table of Contents The BeanFactory SugarBean Searching for beans get_list get_full_list retrieve_by_string_fields Accessing fields Marking a Bean as deleted Related beans get_linked_beans Relationships Beans are the Model in SuiteCRM’s MVC (Model View Controller) architecture. They allow retrieving data from the database as objects and allow persisting and editing records. This section will GOOGLE MAPS :: SUITECRM DOCUMENTATIONGOOGLE CRM APP Google Map Setup. Before you start working with maps, you must obtain an API key and save it in the system. To do this, in the Administration panel in the subsection Google services → Setting up Google maps click on the Get API key link, follow the requested steps to get the key and save it in the map configuration settings. INSTALL NEW LANGUAGES :: SUITECRM DOCUMENTATION If you are not adding a new language to SuiteCRM, but rather updating an already installed language, make sure you start by following the appropriate Language Packs Update guide. Download a Language pack Choose either Stable SuiteCRM Language Packs or Latest Build SuiteCRM Language Packs Choose your version and language Download ZIP file Installation steps Login as English SUITECRM - OPEN SOURCE CRM SOFTWARE APPLICATION FOR BUSINESSESDOWNLOADSUITEASSUREDDOCUMENTATIONSALESNON-PROFITFINANCE Community. SuiteASSURED delivers the freedoms, quality and innovation of Open Source CRM with the security, warranties and indemnities of proprietary software. It is the world’s first assurance program for Open Source CRM systems and provides you with a total care package foryour CRM needs.
DOWNLOAD - SUITECRMSELLDEMO Get Started Download SuiteCRM right now, create your free SuiteCRM account and get started! Latest version Latest LTS version Upgrades Latest Pre-Release Pure SuiteCRM. Nothing hidden. Everything to play with. Download SuiteCRM-7.11.20 Size : 55 SUITECRM DOCUMENTATION :: SUITECRM DOCUMENTATION Creating a Custom SuiteP Sub-theme. Since SuiteCRM 7.10, the SuiteP theme started to have 4 Sub-themes called Dawn, Day, Dusk and Night. This article teaches how to "fork" one of these and start a new Sub-theme of your own. I will create a new Sub-theme called Noon, based on Day , and I will make some changes in order to increase thecontrast
SUITECRM 8 BETA
SuiteCRM is an open source Customer Relationship Management (CRM) software solution that provides a 360-degree view of your customersand business.
WORKFLOWS :: SUITECRM DOCUMENTATION Workflows is a module for SuiteCRM allowing users to create custom workflow processes. Historically this module was called Advanced Open Workflow (AOW).It allows users to trigger various system actions based on conditions from any SuiteCRM module. EMAILS :: SUITECRM DOCUMENTATION The Emails module in SuiteCRM allows Users to view, store, compose, send and receive email from their own personal email account or a shared inbox, for example a Support or Sales inbox. Emails can be imported and associated with a related SuiteCRM record, for example a Contact or an Account. These related emails can then be viewed on the history subpanel of the related record. DEVELOPER GUIDE :: SUITECRM DOCUMENTATION All you need to know to successfully use SuiteCRM as an End-User, Developer or Administrator, plus Community Guidelines and TechnicalBlog.
WORKING WITH BEANS :: SUITECRM DOCUMENTATIONGITHUB SUITECRMSUITECRM 8SUITECRM PHPSUITECRM SYNOLOGY Table of Contents The BeanFactory SugarBean Searching for beans get_list get_full_list retrieve_by_string_fields Accessing fields Marking a Bean as deleted Related beans get_linked_beans Relationships Beans are the Model in SuiteCRM’s MVC (Model View Controller) architecture. They allow retrieving data from the database as objects and allow persisting and editing records. This section will GOOGLE MAPS :: SUITECRM DOCUMENTATIONGOOGLE CRM APP Google Map Setup. Before you start working with maps, you must obtain an API key and save it in the system. To do this, in the Administration panel in the subsection Google services → Setting up Google maps click on the Get API key link, follow the requested steps to get the key and save it in the map configuration settings. INSTALL NEW LANGUAGES :: SUITECRM DOCUMENTATION If you are not adding a new language to SuiteCRM, but rather updating an already installed language, make sure you start by following the appropriate Language Packs Update guide. Download a Language pack Choose either Stable SuiteCRM Language Packs or Latest Build SuiteCRM Language Packs Choose your version and language Download ZIP file Installation steps Login as EnglishDOWNLOAD - SUITECRM
Get Started Download SuiteCRM right now, create your free SuiteCRM account and get started! Latest version Latest LTS version Upgrades Latest Pre-Release Pure SuiteCRM. Nothing hidden. Everything to play with. Download SuiteCRM-7.11.20 Size : 55SUITECRM STORE
Every add-on is awesome. We guarantee it. Find SuiteCRM add-ons and integrations along with reviews, docs, support, and community verifiedversions.
UPGRADE SUITECRM
Get up to date Upgrade your SuiteCRM, and get the newest features! Latest version Latest LTS version Upgrade Latest Pre-Release SuiteCRM Upgrades Upgrade to SuiteCRM 7.11.20 SuiteCRM Upgrade 7.11.x to 7.11.20 Size : 34 MB MD5 HOME PAGE :: SUITECRM DOCUMENTATION The home page is the first page that is displayed to you post-authentication. The home page has various elements that can be used and configured such as Dashlets, Dashboards and the Sidebar. Dashlets Dashlets are user-configurable sections displayed on the home page that give you a quick overview of your records and activity immediately after login. This is particularly useful for sales and NAVIGATION ELEMENTS :: SUITECRM DOCUMENTATION The ability to easily view and navigate to areas of the CRM is key to improved productivity and user adoption. SuiteCRM has a clear UI which has various elements we will cover in this section. Top navigation menu The top navigation menu is the main menu users will use to navigate to modules to create and manage records. The standard layout for the top navigation is a list of 10 modules. CONFIG :: SUITECRM DOCUMENTATION config.php. This is the main SuiteCRM config file and includes important information like the database settings and the current SuiteCRM version. Generally settings in this file wont be changed by hand. An exception to this is if SuiteCRM has been moved or migrated. In which case you may need to change the database settings and thesite_url.
WORKING WITH BEANS :: SUITECRM DOCUMENTATION Table of Contents The BeanFactory SugarBean Searching for beans get_list get_full_list retrieve_by_string_fields Accessing fields Marking a Bean as deleted Related beans get_linked_beans Relationships Beans are the Model in SuiteCRM’s MVC (Model View Controller) architecture. They allow retrieving data from the database as objects and allow persisting and editing records. This section will GOOGLE MAPS :: SUITECRM DOCUMENTATION Google Map Setup. Before you start working with maps, you must obtain an API key and save it in the system. To do this, in the Administration panel in the subsection Google services → Setting up Google maps click on the Get API key link, follow the requested steps to get the key and save it in the map configuration settings.ADMIN GUIDE
Admin Guide Step 1. Click on Admin. Step 2. Find Grow More Mention User section and click on Configuration. Step 3. Check checkbox according to your need. Below are the description of every checkbox. First checkbox is for desktop notification. With enable this checkbox user will receive desktop notification when any user mention him/her. COMPATIBILITY MATRIX :: SUITECRM DOCUMENTATION Versions SuiteCRM 7.11.x Platform Linux, Unix, Mac OS Any version supporting PHP Windows Windows Server 2008+ PHP 5.6, 7.0, 7.1, 7.2, 7.3 (starting from SuiteCRM 7.11Skip to content
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indexLenny Horstink
2020-04-13T19:44:20+00:00 SELL, MARKET & SERVICE SMARTER WITH SUITECRM THE WORLD’S NUMBER 1OPEN SOURCE CRM
OUR FEATURE-RICH ENTERPRISE-READY ALTERNATIVE TO SALESFORCE PROVIDES ALL THE BENEFITS OF CRM AT SUBSTANTIALLY LOWER COSTS WITH THE FREEDOMS AND FLEXIBILITY OF OPEN SOURCE.SUITECRM: ONDEMAND
SuiteCRM’s revolutionary Hosted Service ends per-user charging, ends charging for premium features & ends vendor lock-in. Take back control & scale CRM throughout your business at massively reduced cost without fear of hidden charges.Try For Free
CONTACT US
Need to speak to someone? We offer a range of SuiteCRM professional services including consultancy, development, training, support and assurances. Speak to us today to discuss your bespoke SuiteCRM needs.Get In Touch
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Powerful, customisable, easy to use, with hundreds of extensions and integrations, SuiteCRM is used by millions of people every day. Download and install SuiteCRM on your own server or within your development environment.Find Out More
WHY SUITECRM?
360 DEGREE VIEW
Know your customer by creating a central repository for all your customer data enabling you to gain key insights that can be used to enhance and nurture your business relationships.FREEDOM
Dramatically reduce your total cost of ownership with Open Source CRM providing the freedom and flexibility to customise your CRM to _your_own bespoke needs.
INTEGRATION
Increase productivity across your organisation using our open REST API allowing you to integrate CRM with core business systems, enabling you to share and collaborate across any boundaries.COMMUNITY
Our Open Source model has a vibrant community providing constant improvements, documentation and testing managed by SalesAgilityContact Us
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SuiteASSURED delivers the freedoms, quality and innovation of Open Source CRM with the security, warranties and indemnities of proprietary software. It is the world’s first assurance program for Open Source CRM systems and provides you with a total care package for your CRM needs.Read More
TRANSFORM YOUR BUSINESS WITH OPEN SOURCE CRMBUILD RELATIONSHIPS
_NO MORE MESS_
Our flexible data model allows you to create a single tailored repository for all your customer data and use those key insights to improve efficiency, understand your customers needs and automate key actions. Our powerful reporting and dashboards give you quick visibility of key metrics to support your business.INCREASE SALES
_DON’T MISS A SALE_
Capitalise on your rich customer profiles to convert more leads and sell smarter. Our Open Source CRM provides you with all the tools to capture important leads, manage your opportunities and create personalised quotations freeing up precious time to sell. ENGAGE YOUR CUSTOMERS _STOP SENDING THE WRONG MESSAGE TO THE WRONG CUSTOMER_ Engage your customers more effectively with personalised experiences and consistent messaging. Automate customer segmentation, send targeted marketing content and track important activity to generate more leads and feed the funnel. IMPROVE CUSTOMER SATISFACTION _KEEP YOUR CUSTOMER HAPPY_ Enable excellent customer service by mitigating information silos whilst empowering your customer service team with the tools that will allow them to service smarter, faster and more professionally.Contact Us
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SUCCESS STORIES
TITOMIC
IT SOLUTIONS PROVIDERWATT+VOLT
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Apr 6th, 2020
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l.kerr 2020-04-06T14:36:46+00:00 SUITECRM’S LEADING WOMAN IS A FINALIST IN “WOMEN IN OPEN SOURCE”AWARDS 2020
Mar 26th, 2020
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l.kerr 2020-03-26T16:44:55+00:00 DALE MURRAY TALKS TO DATA PROTECTION MAGAZINE ABOUT ‘DIGITALSOVEREIGNTY’
Mar 25th, 2020
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l.kerr 2020-03-25T16:08:30+00:00 TIME TO UPGRADE: SUITECRM 7.11.13 & 7.10.25 LTS VERSIONS RELEASEDView All News
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