At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.
Summary fields display on top of the record as Count/SUM/MIN/MAX/AVG of related record fields. Very useful for highlighting and quickly identifying when a record needs immediate action or attention.
For example: You could see the Total of Paid Invoice of a company or even a total Unpaid Invoice of a company to see if a followup with customer is necessary. Same thing for tickets. Display Total # of open Tickets against a company. It will help the support team and manager to manage tickets quickly.
Here are some of the features that make our extension unique.
- Easy to use interface
- Supports All Standard & Custom SuiteCRM Modules
- Headers can be added to any module
- Create unlimited number of Custom Summary Headers
- Support major mathematical operation
- Fully Customizable (color, icon, field, label)
- Supports related module fields (show Organization status on Contact’s header)
- Module Manager Compatible
- Available on SuiteCRM Store
See more about how it works in our User Guide
Database Compatibility :
Our Online Support Hours :
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