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. Module-Specific Activation: Quick View must be enabled for each module where it is required. Quick View shows the type of relate field which is enabled for a particular module.
  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 records.

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

Screenshot from 2020-08-31 11-49-42.png

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

Summary from list view

Screenshot from 2020-08-31 11-49-53.png

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

Screenshot from 2020-09-01 18-06-47.png

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