Creating "Groups" of data in Suite CRM

đź’¬ General Discussion
1

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

2

@Jseither

  1. You can make roles and security groups for access to records.
    https://docs.suitecrm.com/admin/administration-panel/roles-and-security-groups/
  2. If you want have “conditions” for each field you should write custom code. There are several standard for SuiteCRM mechanisms for it.
    https://docs.suitecrm.com/developer/
  3. You can export data to csv format. You can integrate the library for export to Excel, for example:
    https://phpspreadsheet.readthedocs.io/en/latest/
3

Thank you so much for the info, I appreciate it!