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How to keep data Organized with SuiteCRM Filter Manager?
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4/22/2021
SuiteCRM Filter Manager plugin can save a lot of time by organizing your module records based on different filters like hot, cold, open, closed leads, etc.

A typical CRM (Customer Relationship Management) software comprised a ton of customers and company data. Due to this, for a user to find the desired information quickly in the CRM has become a hectic task, just like finding a needle in the haystack. The case is the same with the SuiteCRM, but the good thing is that you can use an extension called SuiteCRM Filter Manager to overcome this drawback. Outright Store has developed this plugin so that users can get and share desired results in their CRM systems as soon as possible.

With the help of this extension, you can find records easily, no matter if you want freshly generated leads or a list of seasoned customers. In this article, we are going to show you the features of SuiteCRM Filter Manager or also known as Saved Search. Companies of different industries like Real Estate and Retail have been using this plugin to get their work done in a streamlined manner.

 

 

 

Features of SuiteCRM Filter Manager Plugin

 

Filtering the records of SuiteCRM modules is not the only thing our extension does. There are many more advanced features and functionalities of the Filter Manager plugin. Below we have mentioned all of them.

  • The admin can filter the records and assign them to its different team members. In this team members don’t have to waste time in arranging their data and they can focus on working on more important tasks.
  • The admin can also control which filters should be accessible by the team members. It means the admin will know what others are working on all the time.
  • The changes and modifications made by the admin to the filters will be automatically visible to other team members as well.
  • The admin will have the authority to enable the filter manager for any specific role, specific user, and specific team. Only assigned users will be able to use the extension.

 

The plugin is priced at $175 USD which is a one-time price. After paying once you can use it for a lifetime. The plugin is compatible with all SuitCRM versions and works perfectly fine in core as well as custom SuiteCRM modules.


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