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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Duplicate Checker
Duplicate Checker helps to prevent duplicate records in your CRM for the Account, Contact and Lead modules. If your CRM has duplicate records then the wrong data can be displayed and used by your users. Stop the possibility of misleading information being used by your team by using Duplicate Checke...
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Target List Wizard
A better way to manage and maintain your Target Lists. Target List Wizard allows you to keep lists up to date automatically using reports or workflows or manually from each of your records using the Target List subpanel. Also includes the ability to mass remove and also search for records that belon...
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