Managing Unauthorized CRM Changes

Sales people are there to sell and good sales people will do anything to close a sale. Their commission depends on it. Unfortunately, sometimes that means that some sales people will “steal” an account from one of their colleagues in the company if they think they can get a deal out of it — and get away with it. In a CRM, the fastest way to do this if for the sales people will change the assigned user for a contact...

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Add to Drop Down List in SuiteCRM

1. Click on Admin in the drop down menu under your name in the upper right. Note: you have to have admin privileges to do this. 2. Scroll down to the Developer Tools section. In my CRM it is the fourth section on the page. Click on Dropdown Editor in the Developer Tools section. For me, it is the last link in the second column of the section. 3. In the drop down editor window, select the list you want to edit. Make sure it is the...

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