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."
-
BV True Number
The Brainvire True Number add-on provides phone number verification for your SuiteCRM contacts. Users can better manage their time by knowing what customer numbers are correct versus incorrect, before they make attempts to reach out.
-
Advanced Export For SuiteCRM
SuiteCRM Advanced Export is here to help SuiteCRM users get over their daily struggle of extracting data from their CRM system. Using it, you can extract, send, and retain records of your choice from your SuiteCRM system. And the best part? You can export files in an easy to manage format. Now, get ...
Featured - Show more addons