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Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.

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#3193 - Target Fields

Open Feature created by pieterjancoppejans Verified Purchase 3 years ago

Dear,

I wish to display Opportunities arranged in columns according to which assigned user they belong to. Since users are not organised in a drop-down menu it is not possible to do that.

Please revert with a solution how I can overcome this. Thank you very much

best regards, Pieter

  1. Vedisoft member avatar

    Vedisoft Provider

    3 years ago

    Hello Peter, I see such options:

    Option 1: You make in Opportunity dropdown field with options equal to your users. You make a hook that sets the value in dropdown equal to the value in assigned user field.

    Option 2: We will prepare custom solution for you that can work not only with dropdown, but with relaton field as well. The budget is 306USD for this customization

    Best regards Andrey Uymin Project manager, Vedisoft +74997030423, ext.32 a@vedisoft.info skype: andrew.uymin

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