Accounts Global View

by NS-Team

Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.

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Admin Guide

Configuration

Settings are available on the Admin page

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You can hide Opportunities, Quotes, Invoices or Contacts by unchecking their checkbox. Quotes and Invoices checkbox is only available in SuiteCRM, or if you have installed AOS module in SuiteCRM

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  • Supported Versions
  • 7.0.0 to 8.6.1

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