Manage Opportunities, Leads, Cases, Tasks, and any module visually with a dynamic Kanban board — track totals, monitor progress, and move records seamlessly with drag & drop.
User Guide
Accessing Kanban View
Users can:
- Open a configured module
- Click the Kanban View button
Moving Cards Between Columns
To update a record stage:
- Click and hold a card
- Drag it to another column
- Drop it
The system will:
- Automatically update the stage/status field
- Save the record
- Refresh column summaries
Viewing Column Summary
Each column displays:
- Total number of records
- Total amount (if configured)
These values update automatically when:
- Cards are moved
- Records are created
- Amount fields are updated
Creating New Records
Users can:
- Click Create New
- Use the standard module Create form
New records automatically appear in the correct column.
Filtering (If Enabled)
Users may filter by:
- Assigned User
- Date range
- Saved searches
- Custom filters
Saving Comment...
