The Custom Filter add-on for SuiteCRM allows you to filter and search for desired records from the total list of records, plus save and display the Custom Filter search separately in the module. Create complex filters to find specific records to assign to different sales reps and much more.
Introduction
Introduction
Custom Filter User’s Guide has been developed to assist management, system admin and users. Custom Filter extension allows you to Filter/Search desired records from the list of records and display under the separate saved search in a module.
Features:
- Custom Filter allows you to quickly and easily filter/search the records from the list of records which you are looking for in a module.
- Custom Filter allows you to set AND/OR Condition between fields from Configuration Page.
- Custom Filter also allows you to add conditions for Subpanel/Relate Modules from the Configuration Page.
- Able to set Public/Private access of Custom Filter in Configuration Page.
- Custom Filter Display on Listview of Module if it’s enabled for a particular module from Configuration Page.
- It displays the custom Tab on Dashboard/Home if “Activate Custom Filter For Dashboard” is Enable.
- Able to change the Custom Tab name from Configuration Page.
- Able to Send Selected Filter to the Dashboard/Home as Key Metrics or Charts.
- Chart Type such as Line Chart, Bar Chart, Pie Chart, Stacked Bar Chart, Funnel Chart.
- From the Key Metrics Widget on a Dashboard, If you click on the Filter Name then it’ll redirect to the particular module’s Listview and Display the matched record with Filter.
- From the Chart Widget on a Dashboard, If you click on the Count then it’ll redirect to the particular module’s Listview and Display the matched record with Filter.
- Supported all standard and custom modules.
Getting started
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