by Mien Trung Software (CRMPluginHub)

MTS Record Score is a powerful tool that enables you to assign and manage scores for records in any SuiteCRM module, transforming your raw data into actionable insights.

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Admin Guide

Configuration

License Configuration

  1. Login as admin and go to Admin area
  2. Looking for MTS Record Score Settings panel
  3. Select MTS Record Score License Configuration
  4. Input you license key and hit VALIDATE

MTS Record Score Config

  • Log in as an admin and navigate to the Admin area.
  • Look for the MTS Record Score Settings panel.
  • Select MTS Record Score Config.
  • Click Create Record Score Configuration.
  • Fill in the Name, select the Module to apply the configuration to, add Rules, Config Score to Rating
  • Ensure the configuration is marked as Active and click Save.
  • To disable a configuration, edit the config, uncheck Active, and click Save.

Add Rating, Score fields to views

  • Login as admin
  • Go to Studio > Select the Module
  • Select Layout and add field to views (Currently supported for views type of Filter/Search, ListView, EditView, DetailView)

Screenshot 2024-08-12 at 10.55.21.png

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