Share List View searches with other users in one click
Improve user adoption by installing Share Search Results, a helpful SuiteCRM plugin.
Our tool will install a new “Send” button on all List Views. Users can click this button to retrieve a shareable URL or link to the current search, which they can then send to their teammates.
The links can be shared over email, Slack, direct message or any messaging software.
Without this plugin the team is hassled by user error as individuals attempt to describe and follow the set up of new search criteria, like:
- Click on “Accounts”
- Click “Advanced Search”
- Set City to “Atlanta”
- Set State to “Georgia”
- Set Type to “Customer”
- Sort by Name
Why go through this pain when the user can share the URL with a quick click of the mouse? The reduction in user error and user frustration will lead to an increase in user adoption. Does the user prefer to manually build a search query or click a link you gave them?
The links your team will be sharing are secured by the same login system as your SuiteCRM system. The links are simply a shortcut to building a filter that the user would normally have to create manually.
Support for the Latest Systems
Tested and verified with the most recent SuiteCRM builds, including both the Latest Version and the Latest LTS Version.
Start Your Free Trial Now
Click here to start your free 30-day trial. After going through the checkout process, you will be provided with the license key and download package needed to fully test the product. If you have any questions, please create a support case and we’ll help you.
Here’s a quick demonstration of the tool in action: