by Variance InfoTech Pvt Ltd

At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.

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Installation Guide

Steps For Installing Summary Fields Plugin :

Notes: Before installing Summary Fields Plugin, please take your SuiteCRM and Database backup first.

Step 1

To open the Administration Page, Click on Admin Tab as shown in the below screenshot.

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Step 2

To install Summary Fields Plugin, Open the Administration Page & Click on Module Loader from the Developer Tools Section.

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Step 3

In the Module Loader Page → Click on Browse Button to select zip file → Click on UPLOAD Button to upload the Summary Fields Plugin(zip file).

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Step 4

In the Module Loader Page → Click on INSTALL Button to install Summary Fields plugin.

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Step 5

To accept Terms and Conditions, click on Accept Radio Button → Click on COMMIT Button.

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Step 6

After successful installation → it redirects you to validate License Key → enter valid License Key and click on VALIDATE Button → if key is valid then it will show CONTINUE Button → click on CONTINUE Button.

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Step 7

Open Administration Page, Click on Repair from the System Section → Click on Quick Repair and Rebuild.

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Step 8

After Installation you can see link “Summary Fields” on Administration Page as shown in the below screenshot.

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