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.
Release Notes
Version 1.0 (Available: 01/01/2020)
Compatibility: 7.9.0 - 7.11.10
Scope:
Data is important, and the way it is utilized is even more important. You can have a great database that is organized and well maintained, but if you can’t find the right data at the right time then there’s no point in this. With a Kanban view, you can quickly be on top of all your data within a glance!
Modules Included:
- Leads
- Opportunities
- Cases
Features:
- Kanban board containing columns and cards
- Status change of record on drag and drop
- Default filter integration
- Activity buttons on the card
- The color label on the card
- Time since modified info on the card
- Assigned user initials or photo on the card
- Link to edit view of record on the card
- Success/Failure Stage drop area
- Link for detail preview of record on the card
- Activities notifications on card
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