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
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Auto Populate Fields
Need to auto populate value based on the value of related field? For this requirement Auto Populate is the perfect solution. The advanced configuration tools allow you to clearly define what should happen whenever a related field value changes.