The Related QuickView add-on creates a speedy way for SuiteCRM users to view a field’s related details without opening new tabs. While in Detail View and List View, simply hover over specific field names in 8 different modules (Accounts, Contacts, Leads, etc.) and a QuickView pop-up will appear that shows supporting information.
Highlevel Overview
When you want to see related details of a field within SuiteCRM, you have to open that record in a new or existing tab. This process creates unnecessary extra steps for your sales, marketing and support teams. Developed by Verity Infotech, the Related QuickView integration solves this problem with the option to hover over key fields to initiate helpful QuickView pop-ups.
How it Works
Just hover over the Relationship or Relate fields while in Detail View and List View to see more related information. The example below shows the QuickView pop-up in Detail View of the Opportunity module when users hover over the Account Name field (pop-up displays right below).
This example shows QuickView pop-up in List View (pop-up displays in bottom left corner).
Get QuickView pop-ups in these modules:
- Accounts
- Contacts
- Leads
- Opportunities
- Cases
- Products
- Quotes
- Invoices
To learn more about this solution, go to Related QuickView or search for "related details."
-
MTS Notification
Notify users whenever they are assigned a record for any module. Configure whether to show a popup notification or an alert in the menu bar. Notifications are an effective way of bringing attention to newly assigned records to users and reduces the chance of losing track of the assignment in an emai...
-
Suite2Word
Ditch data entry for your business forms. The Suite2Word add-on helps you save time creating contracts, quotes, and other key documents as Microsoft Word files by auto-filling desired fields with your SuiteCRM data. Create accurate documents per customer in seconds, without compromising quality.
- Show more addons