I’m new to SuiteCRM. Our most recent CRM system was called SalesLogix.
I was able to create what was called “Groups” in SL where I could create different “conditions” based on SL fields and then pull particular fields into the layout giving me a Tab or Group that I could go back to at any time in the future with updated data. I could also “Release or share” these groups with other users in my organization as well as export the data to excel.
Is there a Suite CRM Add-On that works similar to this?
Thank you, I appreciate any info.
Jody Seither