SUITECRM PLUGINS





SuiteCRM Plugin Development & Enhancements

SuiteCRM is an open source software system that has a wealth of feature including:

  • Lead management
  • Control over your accounts and contacts
  • Data workflow automation
  • Sales reporting

Software features include:

The power of SuiteCRM is that being an open source and highly customisable Customer Relationship Management system it allows you to create simple client records, up to workflow-driven custom database systems. It has a healthy community and client base with a series of commercial modules that allow you to integrate with the major online services that business requires.

Our In-house SuiteCRM Plugin Development

We have installed and configured SuiteCRM for a number of our clients and while doing so identified that the SuiteCRM Reporting module is pretty good at what it does, however, there are a few things that it doesn’t allow you to easily do. For example, say you hold regular events, you have added all your delegates and want to see how many events each of your contacts attended last year. Due to the way the Attendance information is stored you can’t currently filter only contacts marked as attended in the reporter.

Once installed the module provides a free text box that allows you to add manually crafted SQL to your report. This allows you to further filter by the fields that AOR Reports does not currently allow you to (for example the Events Invite/Acceptance status).

Additionally, the module provides an Analysis mode for the AOR Reports editor, allowing you to view the SQL that will be run. All SQL is cleanly formatted for ease of review.

Our SuiteCRM Reports Enhancer

Our recently released Suite CRM Reports Enhancer Plug-in allows you to add custom SQL to your SuiteCRM reports and view the formatted SQL statement.

Create tailored reports that are more useful for your business

While the Advanced Open Reports (AOR) module built into SuiteCRM works well for your basic reporting needs, it does not allow users to do certain functions very easily. For example, if your business hosts events on a regular basis, you would want to know how many events your contacts have attended in the last year, or another set timeframe. Due to the current way attendance information is stored in SuiteCRM, you can not filter by only contacts marked as attended in the reporter.

How it Works

Once Report Enhancer is installed, the module provides a text box where you can manually add your custom SQL to the report. This add-on allows you to further filter by fields that the current AOR module does not allow you to filter by (for example, the Events Invite/Acceptance status).

Attendees Pre Tweak


Attendees Post Tweak


Additional SQL Entry

Additionally, the Report Enhancer add-on provides an analysis mode for the reporting editor, allowing you to view the SQL that will be run. All SQL is cleanly formatted for ease of review.

Analyse SQL Button


Formatted SQL Pop-up

Need a SuiteCRM Plugin Enhancment?

If you require enhancements to be made to a SuiteCRM plugin then please do get in touch, our Reports Enhancer is approved by SuiteCRM and we would be happy to discuss your individual requirements should a different enhancement is needed.

SuiteCRM

Client Case Study

Customised Customer Relationship Management System

Nature of work: Custom SuiteCRM Database Development

Client: Working Options

Working Options are a charitable organisation who organise and host a series of various workshops for young people (14-18) to help prepare them for entering the workplace. This involves having regular (and recurring) events at schools and colleges, that they were currently managing with a series of spreadsheets, PowerPoint documents and numerous hours of manual calculation. To complicate matters even further all of their staff were home-based and therefore they had no office within which to place a more traditional solution (an access database that they had been offered elsewhere).

After a series of meetings with staff, we implemented the installation of SuiteCRM for them, with a number of custom modules to take away the pain of the manual processing. Hosting it on our secure server network means that they can access the system from wherever they are.

Based on this we configured and customised the software for our client to include:

  • A central database of Schools, Colleges and partners;
  • A central database of contacts at the above institutions;
  • Workflow process to remind staff of key tasks (due to schedule next event, tasks for in-progress events etc.);
  • Expanded events details to track specific key tasks and indicators around the events;
  • An additional module to store and process event feedback data;
  • An additional module to auto-generate pre-event worksheets for attendees;
  • An additional module to auto-generate post-event PowerPoint documents sent out to institutions and volunteers;
  • Various reports built either in the standard reporting tool or as a custom dashlet;
  • Implementation of Google Maps Integration to allow easy viewing of volunteers near to events.

SuiteCRM is an open source and highly customisable Customer Relationship Management system. It allows you to create simple client records, up to workflow-driven custom database systems. It has a healthy community and client base with a series of commercial modules that allow you to integrate with the major online services that business require, see here for more details.


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