SuiteCRM Insurance CRM - 1 Reason Insurance (715)598-9924

Populate Task Data Fields From A Related Module Using SuiteCRM Workflow and Calculate Fields

Posted on: January 6, 2018 By: robert

Workflow doesn't make it exactly easy to populate fields in one module from another in certain situations. By using the "Action" of Calculate Fields, one can "pull" field information to use that isn't Read More

Increase Number of Recently Viewed in SuiteCRM SuiteP Theme Sidebar Change

Posted on: December 6, 2017 By: robert

After the update of SuiteCRM to all but mandatory use of the SuiteP theme, I've spent way too much time trying to fix things. One of the problems is the number of Recently Viewed items. Five items, and not even five accounts Read More

SuiteCRM SuiteP Theme Readability Solutions

Posted on: December 5, 2017 By: robert

Those that upgrade or simply download and install SuiteCRM Version 7.9.7 are in for a shocking surprise. It's hard as heck to use. At least for people who don't have hawk-eye vision and/or don't want to struggle Read More

List of Changes I Want to Make to SuiteCRM

Posted on: September 14, 2017 By: robert

Just a list of things I want to edit/change and/or improve with SuiteCRM for my own purpose of remembering as I come across them. In no particular order, and if you're reading this and know of the way, I would greatly Read More

SuiteCRM installing New Modules Problem Solved

Posted on: June 17, 2016 By: robert

SuiteCRM installing New Modules Error "Specified directory '' for zip file 'upload://upgrades/module/cert_of_insuranceA252016_06_17_033953.zip' extraction does not exist." including a log file Read More

What clients have to say:

Mike T. "I started a business last year and Robert responded to my inquiries immediately, and was extremely helpful and knowledgeable as to the type of insurance coverages I would need to get started. Now its been a year and he now carries All of my coverages! Absolutely the most hands on agent I've ever worked with but hands down the friendliest! I can call him anytime and never feel rushed and not only that but he responded while on a family vacation. I believe in relationships in business and so does Robert by the way he treats his customers. I have a true friend in the business, thank you Robert!"

Lynn R. "Bob is very knowledgeable and has always done a great job explaining different aspects of coverage. He is very accessible and looks out for what is best for the consumer. We highly recommend him!

Justin T. "Excellent agent, always available for answers to insurance related questions. Bob, is the person most people strive to become. Without a doubt, a great person!"

Sebastian T. "I can not begin to tell you how pleased I am with 1 Reason Insurance ! Their responding services is friendly and complete. For the services my company offers to the public it is sure nice to know that we are covered for a reasonable fee. Just having (1 R I ) 1 Reason Insurance there is such piece of mind ! Their insurance plans are strait to the point and easy to understand.
Thanks for the great service 1 Reason Insurance !"

Jeff H. "Very nice and cares about the customer! He was literally the reason why i chose him over other companies for my insurance"