In the fast-paced world of CRM, automation and efficiency are synonymous with success. Enter Taction Software LLC’s ingenious solution for SuiteCRM: an add-on that allows users to perform field calculations without a single line of custom code. Whether you’re a novice or a seasoned professional, this tool simplifies the process of creating business logic within your SuiteCRM environment.
Getting Started with Taction’s SuiteCRM Add-on
Imagine creating complex formulas to calculate fields effortlessly. The power of this add-on lies in its simplicity and ease of use—it’s designed to save time and reduce complexity in SuiteCRM projects.
After purchasing the license, configuring the add-on is straightforward:
- Access Admin > Repair, and perform a ‘Quick Repair & Rebuild’.
- Navigate to Studio > Module > Add Fields, then select ‘Data Type: Calculated Field’.
The Benefits of Automating Field Calculations
Automation in CRM is not just about saving time—it ensures accuracy, consistency, and enhances decision-making by providing reliable data in real-time. Here’s how Taction Software LLC’s add-on revolutionizes field calculations in SuiteCRM:
- Timesaving: Eliminate manual calculations and reduce errors.
- Customizable Logic: Seamlessly integrate complex formulas tailored to business needs.
- Real-time Updates: Keep your data current and relevant without manual intervention.
Connect with Glances for Enhanced CRM Dynamics
While field calculations form the backbone of data analysis, integrating SuiteCRM with other workplace apps can further streamline operations. Glances offers a powerful synchronization, serving as the ultimate hub for real-time customer insights and personal task management. This synergy magnifies productivity and enhances user engagement across varied platforms.
Need Help? Taction Support is Here!
Purchased the add-on? Have questions or need a demo? Taction Software LLC offers extensive support to assist users in harnessing the full potential of their solutions. Create a support case or schedule a personalized demo to ensure your queries are comprehensively addressed.
Transform your SuiteCRM experience with Taction Software’s field calculation add-on—simplify your CRM logic, automate your workflow, and focus on growing your business.
For more information about the add-on and exclusive features, visit the official SuiteCRM Store.