by Vedisoft

Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.

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User Guide

Drag-and-drop with automatically updated status

  1. User can drag-and-drop a card from column to column. It changes card status
  2. User can drag-and-drop a card from column pop-up area. It completes process for a card.

Drag-and-Drop cards

Color indication for planned activity

  1. Red color means «alarm» - user missed some planned activities.
  2. Yellow color means «warning» - user does not have any planned activities. It is not good because if card is in a process then user always should have planned activity.
  3. Green color means everything is fine with a card: there is something planned to do with card and there is no missed activities.

Color indication for planned activity

Context menu

  1. report with planned activities on pop-up form
  2. report with done issues
  3. access to detail view of the page
  4. schedule new call or meeting and add new tasks

Context menu

Mouse clicks

  1. Click on card open edit view of a card
  2. Double click on column header create new card. The card is created with status according to the clicked column

Pop up edit view for new lead

Kanban view configuration

Please see installation guide for the details.

Kanban board settings

Saved search

Go to the module you make Kanban view to (i.e. Contacts), click on filter botton:

Kanban Edit View

Choose the parameter you want cards to be sorted by:

Kanban Edit View

Name your filter and click on botton "SAVE".
Go back to the Kanban module. Open Kanban board settings and choose the filter.

Kanban Edit View

Click "SAVE". Now only filter satisfing cards are displayed.

Kanban Edit View

Summarize by

For module Opportunities, for example, it is usefull to know total amount. Set the field you want summarize by and you will get total amount.

Kanban Edit View

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