18
August

0 Comments | Urdhva Tech | 2026-08-18

SuiteCRM SLA Escalation Rules | Setup & Automation Guide

Learn how to set up SLA escalation rules in SuiteCRM, including business hours, escalation timing, automatic reassignment, email notifications, scheduling, and escalation logs for better case and record management.

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18
August

0 Comments | Urdhva Tech | 2026-08-18

SuiteCRM Approval Workflow | How to Create an Approval Process

Learn how to create approval workflows in SuiteCRM, including approval rules, multiple approvers, sequential or parallel approvals, delegation, record locking, notifications, and Approval Jobs.

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18
August

0 Comments | Urdhva Tech | 2026-08-18

How to Track Changes and Audit CRM Records in SuiteCRM

Learn how to track SuiteCRM record changes with field-level history, old and new values, relationship changes, audit filters, and CSV export for easier CRM administration and investigation.

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17
August

0 Comments | Urdhva Tech | 2026-08-17

How to Integrate WhatsApp with SuiteCRM Practical Guide

Learn how to integrate WhatsApp with SuiteCRM using Meta WhatsApp Cloud API, connect conversations with CRM records, configure templates, automate workflows, and improve customer communication.

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06
July

0 Comments | Urdhva Tech | 2026-07-06

How to Authenticate with the SuiteCRM v8 REST API Using OAuth2

Get started with the SuiteCRM v8 REST API by learning OAuth2 authentication, API configuration, access tokens, and secure API requests. Follow practical examples in PHP, JavaScript, and cURL to build production-ready integrations.

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