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 Email To Customer
Tired of manually creating new leads? The MTS Email to Customer add-on automatically captures relevant content from inbound emails and creates new leads in your SuiteCRM. Works with records in Lead, Contact, Target, and even custom Person modules.
-
Box Integration
Box Integration for SuiteCRM gives you the best way to organize your CRM files in the popular Box platform. We have simplified the process by allowing users to select the option to save files on the local server or upload them to Box.
- Show more addons