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In SuiteCRM, you work with two types of accounts: "a personal account or a group account." A personal account is created by the user themselves, while a group account is created by the Administrator. A group account can be used by one or more people. Personal accounts are created via your own profile. Below is a description of how to create...
Available for some time already, but never publicly announced. A new chart type is now available in our SuiteCRM SaaS/cloud solution: the timeline. This makes it possible to visually represent data with a start and end date on a timeline. This projection gives a visual insight into, for example: How long does it take for us to resolve a (support) case? Is it...
This is an update on what we are working on and what has happened recently. We have opened a suggestion box, where all our customers can submit ideas. You can find this in your CRM in the menu at the top right. Hover over your name and choose "Send a suggestion to ECM2". All suggestions are welcome! For new CRM customers with...
We recently upgraded NLCloudOpslag to version 30. The following is therefore available immediately. What are the most important innovations? 1. You can now upload an entire folder of files at once via the browser version. If you have not installed the client, this is an easy way to quickly add files. 2. Easier sharing of files and/or folders to multiple external persons at...
Without new customers and without satisfied existing customers, you have no business. This means that: The threshold for potential new customers to contact you must be as low as possible. Existing customers must be able to contact you in several, preferably simple, ways. One of these threshold-lowering options is offering On-line Chat via your website. Website visitors experience On-line Chat as an accessible...
