by Unify Solutions

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.

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Admin Guide

Configuration

Go to Admin panel and navigate Unify Scorecard Settings > Modules

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Enable and save the module on which you want to use the scorecard.

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See User Guide

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