Blogs

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

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.

Learn how to prevent duplicate records in SuiteCRM with Duplicate Detector and manage existing duplicates with Duplicate Cleaner. This guide explains how to detect, review, and merge duplicate records while keeping your CRM data organized and reliable.

A practical guide to using Mail Merge in SuiteCRM to create personalized Word and PDF documents, merge related CRM records, generate documents in bulk, and save or send them directly from SuiteCRM.

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.