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

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 records as cards 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 the selected “field”.

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Display Columns

Columns on the board automatically populate based on the dropdown you selected in the Field

  • If you select One or multiple column values, the system will display them on the board
  • If you do not select any, all columns would be displayed.

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Content on Card

In this, you would be able to select the fields of the selected module to be displayed on each card of the board you're creating.

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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

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

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

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Kanban Board

A board is a bird's eye view of the progress/information readily available. This is where a user can visualize and manage the day-to-day work without having to juggle through a lot of things and missing/overlooking them.

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Search

Filter the records on the board with just what bit you remember about the card.

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Kanban List

The lists show exactly whats the status of a particular record is and a user can drag and drop them in lists/lanes to update them conveniently.

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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 description.

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Favourite

You can click on a Star symbol to “Favourite” a record.
This will show a record on the “Favourites”; making it easy for the user to track their marked records from day-to-day.

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Link to Card

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