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.
About Summary Fields
Variance Infotech developed the Summary fields add-ons which 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.
Easy to Install & Setup
See more about how it works in our User Guide
Summary Fields for SuiteCRM
How Summary Fields works see in Action
Get in Touch
Our Online Support Hours:
11:30 PM US Eastern Time to 09:00 AM US Eastern Time
04:30 AM GMT Time to 02:00 PM GMT Time
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
Customer 360 View
Discover everything about your customers starting from their first interaction with you to the average revenue generated by each of them. The plugin will empower you with the ability to improve each interaction with your customers and nurture long-term professional relationships with them.