The Summary Fields add-on is great for adding key information to the top of any module view. For example, show the outstanding balance due for a given account. Or number of open support tickets for a contact. Based on a record's related data, show the count, summation, minimum, maximum, or average of the data that is most important to your organization.
Summary Fields Overview
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.
Highlight Key Information
See the Total of Paid Invoice of a company or the 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.
To learn more about this solution go to Summary Fields or search for "summary".
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AI Email Generator
Create personalized, focused cold emails (or newsletters) that connect with each lead and land in their inboxes, powered by ChatGPT 4. Set up delivery for when your potential clients are active during their workday and in their time zone. Automate your sales outreach to increase revenue. Compatible ...
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Find and Replace
The Find and Replace extension enables you to find a specific word and replace it with a different word all from the list view. Run the replace against one record or as many as you would like. No longer do you need to slowly go from record to record to make wholesale changes.
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