SuiteCRM is a handy and versatile CMS that allows you to manage customer relationships, leads, and business processes within a single platform. One of the many useful SuiteCRM features is the Global...
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How to make Bulk Actions in SuiteCRM
By using bulk actions in SuiteCRM, you can save time, effort, and deal faster with repetitive tasks. Whether you wish to update several plugins, assign records, or mass delete modules, bulk actions...
How to Use Filters in SuiteCRM
Filters in SuiteCRM are a handy feature that helps you quickly organize your website data and easily find, sort, and analyze specific records across your modules. You can use filters to quickly find...
How to Customize Menus in SuiteCRM
SuiteCRM grants you the option to customise your website menus and control what modules appear in them, how they are grouped and in what categories. This customisation can help you improve user...
How to Add Charts to the Sidebar in SuiteCRM
Àlthough SuiteCRM doesn't support adding charts directly to the sidebar, there is a simple method that you can use to achieve the effect. In this guide, we share how to do so. How to Add...
How to Add Subpanel Filters in SuiteCRM
SuiteCRM's subpanels can be very useful in various situations, such as showing related records (like contacts under an account). However, as your database grows, so does the scrolling time through...
How to Display Fields in Different Modes in SuiteCRM
SuiteCRM allows for various customisations of fields. Such are the Detail View, Edit View and List View. Understanding how to customise these is important for tailoring your SuiteCRM project to your...
How to Add Grouped Fields to the Record View in SuiteCRM
SuiteCRM offers great versatility when it comes to customising modules, including how fields are displayed on record views. One powerful feature is grouping fields within sections for better layout...
How to Back Up Your SuiteCRM Project
Making regular backups of your SuiteCRM project is crucial. Backups help keep any kind of data safe, and also provide a quick recovery after a crash, hacking attack, or any user error. Because of...
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Newest knowledge base articles
How to Manage Global Record Actions in SuiteCRM
SuiteCRM is a handy and versatile CMS that allows you to manage customer relationships, leads, and business processes within a single platform. One of the many useful SuiteCRM features is the Global Record Actions - a tool that lets you take quick actions across...
How to make Bulk Actions in SuiteCRM
By using bulk actions in SuiteCRM, you can save time, effort, and deal faster with repetitive tasks. Whether you wish to update several plugins, assign records, or mass delete modules, bulk actions make everything faster and easier. In this article, we share how to...
How to Use Filters in SuiteCRM
Filters in SuiteCRM are a handy feature that helps you quickly organize your website data and easily find, sort, and analyze specific records across your modules. You can use filters to quickly find leads, organize your workflow, and access a specific class of data in...
How to Customize Menus in SuiteCRM
SuiteCRM grants you the option to customise your website menus and control what modules appear in them, how they are grouped and in what categories. This customisation can help you improve user workflow and reduce clutter, especially if you are working on a large...
How to Add Charts to the Sidebar in SuiteCRM
Àlthough SuiteCRM doesn't support adding charts directly to the sidebar, there is a simple method that you can use to achieve the effect. In this guide, we share how to do so. How to Add Charts to the Sidebar in SuiteCRM The process is comprised of a few...
How to Add Subpanel Filters in SuiteCRM
SuiteCRM's subpanels can be very useful in various situations, such as showing related records (like contacts under an account). However, as your database grows, so does the scrolling time through unfiltered subpanels. Fortunately, you can add filters to subpanels, so...
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