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.
#3465 - How can I get a Kanban view without going through the Kanban menu?
Hi, I hope I can explain..: I wish to get a Kanban view when in Opportunities, let's say the list view. How to go to the Kanban view in one click? Up to now, I only succeeded in going through Kanban/then select a view.
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"Love it... definitely a module to have... make life easier and give you a clear vision of your pipeline with direct action on each record. Beautiful ..." - thierryete
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3 years ago
Hello, the module cannot do this, since this is a change in the standard deals module. We can customize your system and add such button on the list view of Opportunities. This is a small, but additional work. If you are interested, let's contact us on Skype:live:ebb3de03d480a977