by Helfertech

Kanban is a visual system for managing work as it moves through a process. Now your business can quickly see visuals of sales funnel stages and other day-to-day functions for tasks, cases, invoices and custom modules while working in SuiteCRM.

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Kanban boards have the unique advantage of making it easy to visualize and manage the day-to-day work in progress. Drag-and-drop is a core feature in any Kanban tool. When a user moves a card from one column to another, the status updates automatically. With the drag-and-drop feature, moving to the next stage of the business process is as easy as a single mouse move.

Kanban Views

Kanban is a visual system for managing work as it moves through a process. Kanban visualizes both the process (the workflow) and the actual work passing through that process.

With Kanban Views, your business has the following advantages:

  • Kanban is a great tool to have a clearer picture of how things are going in general.
  • Users can configure what stages they want to have on the Kanban board and what stages are final for the process.
  • An administrator can create Kanban boards for all users. Users can modify Kanban boards for their own use and add private Kanban boards.
  • Drag-and-drop is a core feature in any Kanban tool. When a user moves a card from one column to another the status updates automatically. With the drag-and-drop feature, moving to the next stage of the business process is as easy as a single mouse move.
For using this, you should have Administrator access to the CRM. Access the Admin panel.

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Find and click the Kanban from the Admin panel.

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Supports All CRM Modules

You can work with any SuiteCRM module in a Kanban view. The only requirement is to have at least one dropdown list in that module. This dropdown list is used to group cards (i.e. module records) into Kanban columns.

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Users can have as many Kanban boards as they need. It is possible to have different Kanban boards for one module with different columns against selected “field.”

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Display as Column

Column values automatically populate, on the bases of the value you selected in “fields.”

  • If you select one or multiple column values, it will display accordingly in the board.
  • If you do not select one of them, it will display all columns.

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Content Fields

Content fields get all the field labels on behalf of the module you selected. Now you are able to see the desired data you want to see in a Kanban board. Select one or multiple fields.

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Display in Menu

Only admin have access to this feature while creating a Kanban view for a module. It will display in the menu of the respective module and is a short way to access the Kanban board directly from the menu bar for both admin and a regular user, only when clicking on the checkbox.

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Conditions

This allows you to specify restrictive criteria so that only the records matching all these conditions will be affected on the Kanban board.

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Kanban Function

Aggregation function allows rows to be grouped together to form a single summary value.
Aggregation function applies to all numeric and alphanumeric fields in Kanban.
Aggregation function works on all modules.

  • Count = Calculates card numbers (how many cards are available in a list?)
  • Sum = Calculates sum of the amount of all the cards within the list.
  • Avg = Calculates average value of the amount of all the cards within the list.
  • Min = Calculates minimum value of the amount of all the cards within the list.
  • Max = Calculates maximum value of the amount of all the cards within the list.

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Kanban Board

A board represents a place to keep track of information. It's where the user can visualize and manage the day-to-day 'work in progress'.

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Kanban List

Lists keep cards organized in their various stages of progress. They can be used to create a workflow where cards are moved across lists from start to finish, or simply act as a place to keep track of ideas and information. You can arrange them however you like.

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Kanban Cards

Cards can be customized to hold a wide variety of useful information. By clicking on them, it displays more information about the description. Drag and drop cards across lists to show progress.

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Module Configuration

  • Go to Admin
  • Click on “Module Configuration”

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One important feature is where the user can display and hide modules in Kanban View via drag and drop from “Active Module” to “Disable Module,” “Disable Module” to “Active Module.”

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