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.
Installation Guide SuiteCRM 7.x
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.
Step 2
To install Summary Fields Plugin, Open the Administration Page & Click on Module Loader from the Developer Tools Section.
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).
Step 4
In the Module Loader Page → Click on INSTALL Button to install Summary Fields plugin.
Step 5
To accept Terms and Conditions, click on Accept Radio Button → Click on COMMIT Button.
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.
Step 7
Open Administration Page, Click on Repair from the System Section → Click on Quick Repair and Rebuild.
Step 8
After Installation you can see link “Summary Fields” on Administration Page as shown in the below screenshot.
Note : After installing the Summary Fields zip which you get in the Order, You need to download another zip from below link. SuiteCRM 8 having some limitation so we made modification in the core files of the SuiteCRM. Make sure you take the backup of the files which you found in the zip from the below link and replace it in your CRM. You can also found the readme.txt file inside the zip which you get in order email.
Download Core file Changes for Summary Fields (SuiteCRM-8.0 To SuiteCRM-8.3)
Download Core file Changes for Summary Fields (SuiteCRM-8.4)
Download Core file Changes for Summary Fields (SuiteCRM-8.5)
Download Core file Changes for Summary Fields (SuiteCRM-8.6)
Download Core file Changes for Summary Fields (SuiteCRM-8.7)
Download Core file Changes for Summary Fields (SuiteCRM-8.8)
