by Verity Infotech

The Related QuickView add-on creates a speedy way for SuiteCRM users to view a field’s related details without opening new tabs. While in Detail View and List View, simply hover over specific field names in 8 different modules (Accounts, Contacts, Leads, etc.) and a QuickView pop-up will appear that shows supporting information.

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Quickly get additional details in the same page view.

When you want to see related details of a field within SuiteCRM, you have to open that record in a new or existing tab. This process creates unnecessary extra steps for your sales, marketing and support teams. The Related QuickView integration solves this problem with the option to hover over key fields to initiate helpful QuickView pop-ups. Just hover over the Relationship or Relate fields while in Detail View and List View to see more related information.

The example below shows the QuickView pop-up in Detail View of the Opportunity module when users hover over the Account Name field (pop-up displays right below).

opportinity-account_detail_view.png

This example shows the QuickView pop-up in List View (pop-up displays in bottom left corner).

opportunity-account_listview.png

Get QuickView pop-ups in these modules:

  1. Accounts
  2. Contacts
  3. Leads
  4. Opportunities
  5. Cases
  6. Products
  7. Quotes
  8. Invoices

See these related details per module with QuickView pop-ups:

listfields1.png

listfields2.png

Get in touch:

For support or any questions:
Email us at info@verityinfotech.com
Skype - info@verityinfotech.com

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