FAQ – Kanban Module for SuiteCRM

1. Which SuiteCRM versions are supported?

The Kanban module supports SuiteCRM 7.x and 8.x (please specify the exact versions you officially support).
Always ensure your PHP version matches the SuiteCRM requirements.

2. Can I use Kanban with custom modules?

Yes.
The Kanban board supports standard modules (Opportunities, Leads, Cases, Tasks) as well as custom modules, as long as:

• The module contains an Enum/Dropdown field to use as the column (group field)
• Users have proper List and Edit permissions

3. What field types are supported for grouping columns?

The group field must be:

• Enum (Dropdown)
• Dynamic Enum (if compatible)

Text, date, or numeric fields are not supported as column grouping fields.

4. Does drag & drop automatically update the record?

Yes.
When a card is moved to another column:

• The group field (e.g., status or sales stage) is automatically updated
• The record is saved
• Column summaries refresh instantly

No manual save is required.

5. Can I calculate totals per column?

Yes.
You can enable:

• Record count per column
• Sum of a numeric or currency field (e.g., Amount)

The summary updates automatically when records are moved or modified.

6. Does the Kanban board support filtering?

Yes (if enabled in your configuration).
Users can filter by:

• Assigned User
• Date
• Saved Search
• Custom conditions (depending on implementation)

7. Is it mobile responsive?

Yes.
The Kanban board is responsive and adapts to smaller screens.
For large datasets, desktop usage is recommended for best performance.

8. What happens if I have many records?

For large datasets:

• Performance may depend on server configuration
• It is recommended to use filters or pagination (if enabled)
• Future versions may include optimization enhancements

9. Does it support role-based permissions?

Yes.
Kanban respects SuiteCRM role permissions.
Users must have:

• List access
• Edit access (required for drag & drop)

Without edit permission, users may view but not move cards.

10. Can I customize the card layout?

Yes.
Admins can configure:

• Which fields appear on cards
• Field display order
• Optional styling (if supported in your version)

11. Is the data stored separately?

No.
The Kanban module does not duplicate data.
It uses existing SuiteCRM records and updates them directly.

12. Does it interfere with standard List View?

No.
Kanban is an additional view layer.
The standard List View remains unchanged and fully functional.

13. Do I need to run Quick Repair after installation?

Yes.
After installation via Module Loader, always run:

Admin → Repair → Quick Repair and Rebuild

This ensures metadata and relationships are properly registered.

14. Can I disable Kanban for a module?

Yes.
Admins can disable Kanban in the configuration panel for any module at any time.

15. Is technical support included?

Support availability depends on your licensing model.
Please contact the vendor for support terms, updates, and customization services.