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.
#533 - Pipeline - Roles - Assigned User
I am using the Kanban module within a sales setting using the Contacts module
The users will each need their own kanban that can be viewed by them and their manager
Also a "Full Pipeline" that shows all
Currently I cannot find a way to Create a kanban for 1 person that only shows the Contacts assigned to them
Also I am finding that basic users can view / edit records on the Kanban that are not assigned to them and in Roles they should only be able to see / edit their own
Anyway we can connect and discuss?
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Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Kanban Ninja for SuiteCRM
Visualize what stage your workflow is in by Opportunities, Projects, Project Tasks, Cases, and other modules, including custom modules, within SuiteCRM.