by RT Dynamic

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.

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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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