by Brainvire Infotech Pvt. Ltd

Stop getting your workday focus redirected just to view the important details of related CRM records. With the Relate Quickview add-on, you can simply view a record’s complete background from List View or Detail View in SuiteCRM!

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User Guide

Feature of Relate Quickview:

  1. User can enable or disable the addon anytime from the admin setting
  2. User can enable the modules for which they want the feature of Quickview
  3. Detail displayed on Quickview form is not static
  4. Any field can be added to the Quickview as per the user's requirement
  5. Quick create form is used to display the relate Quickview form
  6. You can configure your quick create form as per your need and that same form will be displayed for relate Quickview
  7. Users can change the view at any point of time and all the changes will be reflected automatically on the form.
  8. User can take advantage of relating Quickview, both on listview and detail view of a record

Steps for Installation

Upload and install the addon

To upload the addon, go to admin section -> Module loader -> upload

Once the addon is uploaded -> Click on install

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Before installation, click the agree button for completing the installation

Pass the License key and enable the addon

Enter the license key provided from the store during the purchase of the addon and click on validate to check the key is valid or not.

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Configuration

Once the addon is installed, click on enable the checkbox to start the feature and enable the module by drag and drop. Once all the configuration is done. Save it.

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All setting is done and users are ready to use the addon.

Now user can check the quick view on the listview and detail view of the record.

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When the user will click the quick view button, a summary of the related field will be displayed in popup.

Summary from list view

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Summary from the detail view. By clicking on Open Record button, the user will be redirected to the actual related field

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