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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CM & Sugar Sequencing Add-on
Need to set up a numbering system to track your records? Define and add a unique identifier field to any SuiteCRM record. Option rich so that you can define the alphanumeric format that you need. Start tracking your Quote, Cases, Accounts and any other module today.
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Xero Accounting SuiteCRM Integration
The synergy of Xero and SuiteCRM is a double bonanza, as SuiteCRM Xero Accounting Integration by Fynsis brings a seamless flow of data of customers from inside your CRM to the actual billing and invoicing system in useful handshake so the bills can be generated within CRM.
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