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 SuiteCRM 8.x

Steps For Installing Summary Fields Plugin on SuiteCRM 8 :

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

Step 1:

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

admin.png

Step 2:

To install Summary Fields Plugin, Click on Module Loader from the Developer Tools section.

moduleLoader.png

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).

upload.png

Step 4:

In the Module Loader page → Click on the INSTALL Button to install Summary Fields Plugin.

install.png

Step 5:

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

commit.png

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.

validate.png

Step 7:

Open Administration page, Click on Repair from the System section → Click on Quick Repair and Rebuild.

repair.png

rebuild.png

Step 8:

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

link.png

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