Streamline Your CRM Experience with SuiteCRM Favorites Dashlet
In the fast-paced business environment, efficiency and quick access to information are paramount. The Favorites Dashlet add-on for SuiteCRM is a powerful tool designed to enhance your productivity by allowing you to easily access your most important CRM records. Developed by the NS-Team, this add-on can dramatically reduce time spent clicking through to find pertinent information.
If you frequently use SuiteCRM Favorites, the Favorites Dashlet is the perfect solution for you. It seamlessly integrates with your SuiteCRM homepage, enabling you to display your favorite records right out of the gate. Whether you need to access your priority accounts, crucial opportunities, or any other essential records, this dashlet ensures you are just a click away.
Configure and Customize Your Dashlet
Customization is key to making any CRM tool work for you. With the Favorites Dashlet, you can configure it to display records from all your favorite modules, or restrict it to selected modules based on your priority. For instance, if repetitive access to ‘Accounts’ and ‘Opportunities’ is draining your time, create specific dashlets just for these.
Integration Made Simple: The Favorites Dashlet integrates seamlessly with your SuiteCRM setup. Here is an example of creating separate dashlets: “Favorite Accounts” and “Favorite Opportunities.” The module field’s visibility can be adjusted by selecting only a single module, minimizing clutter and maximizing focus.
Boost Productivity with Glances Integration
The advantage of Favorites Dashlet doesn’t stop at displaying crucial data; it integrates with Glances, a tool that aggregates information from your favorite workplace apps. This integration acts as your go-to hub for real-time customer insights and personal tasks, optimizing productivity on all fronts.
Get Started with the Favorites Dashlet
Getting started with the Favorites Dashlet is straightforward. Existing users who need assistance can create a support case for prompt help. If you’re still considering, why not request a demo to see firsthand how this tool can revolutionize your CRM usage?
Don’t wait to enhance your SuiteCRM experience. Integrate the Favorites Dashlet today and watch as it simplifies your work™.
Join the SuiteCRM Revolution
By harnessing the power of the SuiteCRM Favorites Dashlet, businesses can streamline their processes, enhancing both efficiency and customer engagement. Learn more about SuiteCRM and discover other add-ons that can make your professional life easier.
