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
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