Master SuiteCRM with Custom Filter for Enhanced Record Management
In today’s fast-paced business environment, managing customer relationships efficiently is crucial. SuiteCRM is a popular choice for businesses seeking a customizable CRM solution. Enter the Custom Filter add-on by Variance InfoTech Pvt Ltd, an essential tool that brings precision and ease to your record-keeping tasks in SuiteCRM.
Why Custom Filter?
The Custom Filter add-on is designed to streamline your record management by allowing you to filter and search for desired records from a comprehensive list. You can save and display your customized search results separately within the module. This functionality is invaluable for sales teams and managers looking to assign records based on specific territories or user criteria.
Powerful Filtering Options
Consider a scenario where you need to filter records that meet complex conditions, such as:
- Records modified “Today”
- Assigned to “X user”
- With status “Hot”
- Lead amount exceeding $1000
This is where Custom Filter shines. It makes filtering records with such comprehensive criteria straightforward. With options for both MYSQL and MSSQL databases, Custom Filter ensures seamless integration with your current SuiteCRM setup.
Practical Applications
Custom Filter isn’t just a tool for list creation; it becomes a daily function to help teams navigate large datasets. Whether you want to ease the record assignment process or keep track of your hottest leads, this add-on is your go-to solution.
Get Started with Custom Filter
Experience the power of customized records management. Learn more about how it enhances your SuiteCRM operations by checking out the detailed User Guide or request a demo to see the tool in action.
For any inquiries or support, reach out to Variance InfoTech during their online support hours. For those looking to enhance their SuiteCRM usage, this add-on not only simplifies the filtering process but also enhances strategic data handling and task assignment.
Don’t let vast datasets overwhelm you. With the Custom Filter add-on, efficiency and precision are just a click away.
