Make your CRM data more effective and transparent with Kanban capabilities! Dynamic Boards creates a Kanban view in your SuiteCRM, presenting a 360-degree visual of activities relating to your Leads, Opportunities and Cases.
FAQs
Where can I change the Success/Failure Stages drop area values?
Click on the Success/Failure Configuration menu on the top bar. A configuration page will appear where you can change these values.
I want to change the information shown on the cards of Dynamic Boards?
Please contact us at info@rtdynamic.com we will customize it for you.
I want to group by the records by the field of my choice?
Please contact us at info@rtdynamic.com we will customize it for you.
Which modules are supported by Dynamic Boards?
- Leads
- Opportunities
- Cases
How many records are shown on the Kanban view?
50 Records are displayed currently
I cannot see an opportunity record that I closed, what to do?
You can view that record in the list view of Opportunites module
Does it support the mobile view?
No
I want to show different information on the cards, is it possible?
Please contact us at info@rtdynamic.com we will customize it for you.
What are 'Quick Create Activity Buttons'?
They allow the user to create an activity against a record such as calls, meetings, etc by dropping a create activity drawer
I want to change the Success and Failure stages. Can I do that?
Click on the Settings tab to change these stages.
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