The Scorecard add-on for SuiteCRM is a visual reporting tool that helps users measure their current progress to better identify which records they should focus their time on next. Using a unique color code system and data filter option, users can easily visualize the status of CRM records from the List View and Detail View of any module.
Installation / Activation Guide
Installing the Add-on
1. Download Add-on package from your purchase
Login with Admin User in CRM and Go to Admin Panel
2. Navigate Module Loader
3. Choose package file and upload
4. Install package
5. Accept license agreement and click on commit button to install
6. After successfully install, Click to license to activate Scorecard or go to Admin panel and navigate Unify Scorecard Settings > License
Activate the Add-on
1. Go to Admin panel and navigate Unify Scorecard Settings > License
2. Enter license key and click on validate button
See Admin Guide
Saving Comment...
Other add-ons of interest
Productivity
Reporting
Administration
Integrations
Sales
Analysis
Count
Value
filter
scorecard
list view
Color Code
dropdown
search
detail view
score
modules
Custom modules
account
contact
lead
opportunity
case
Quote
other
Currency
amount
Total
Sum
status
unify
dashboard
support
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