MTS Subpanel Toggle helps SuiteCRM users display or hide subpanels within individual modules. This add-on offers total customization of what subpanels are key to display versus the current subpanel hide feature that acts as a global-only change.
Highlevel Overview
For SuiteCRM users, subpanels are a helpful tool for reviewing related information on records in different modules. However, some subpanel views are not always necessary for your business, depending on the module and what data is key to display. While SuiteCRM currently has an admin configuration to hide subpanels, it's an all-or-nothing change across the platform.
Developed by the team at SuiteCRM Addon, MTS Subpanel Toggle enables users to choose the most important subpanels to display, keeping unnecessary information out of sight.
How it Works
For example, in the Accounts module, you may need hide some subpanels like Contracts and Opportunities for competitors, but you'd want to keep those options displayed for customers. In a few simple steps, you can use MTS Subpanel Toggle to create conditions in the configuration to only display the subpanel information you actually need to view.
Example of the MTS Subpanel Toggle configuration screen:
Result after using the tool:
To learn more about this solution, go to MTS Subpanel Toggle or search for "subpanel."
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MTS SubPanel Search
MTS SubPanel Search makes it easy to QUICK SEARCH ANY INFORMATION IN A SUBPANEL. Because you can filter searches right from any subpanel you can drill down to the exact record you need in little time. This gets you back to focusing on the real business value task on hand.
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Internal Note
The Internal Note add-on for SuiteCRM helps you easily communicate with teammates in an organized way, without having to switch tabs to a different messaging program. Write daily, internal-only notes and keep everyone updated in one convenient place that is also related to the CRM record.
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