Kanban Views

by Helfertech

Kanban is a visual system for managing work as it moves through a process. Now your business can quickly see visuals of sales funnel stages and other day-to-day functions for tasks, cases, invoices and custom modules while working in SuiteCRM.

Cancel at any time!
Free Trial

#4896 - Kanban

Closed General Question created by inquiry 11 months ago

I am using the trail version. I created a kanban view to test it. I find it to work great, but twice it has stopped working. When I go check, it's like the configuration lost what module it is supposed to look into for the information. I find myself deleting the kanban, going back to the configuration and reconfiguring the modules to be used and then re-creating the kanban view so that it works until it fails again.

  1. saeed member avatar

    Helfertech Provider

    11 months ago

    Hi,

    Please let us look into the problem. We'll get back to you with a solution very soon. Can you please let us know which SuiteCRM version you are using?

    Thank you.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
  • Supported Versions
  • 7.0.0 to 8.4.2
Read Our Review

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured
Administration Productivity Reporting Sales kanban trello agile boards aggregate function condition CRM SuiteCRM menu drag drop task visualize Process jira audit logs pipeline board opportunity Process workflow business business process Quotes projects project tasks Opportunities Project Management kanban board kanban SuiteCRM Kanban view kanban views suitecrm module SuiteCRM Custom Module kanban system kanban style kanban flow Sales pipeline kanban suite crm suitecrm kanban kanban task management kanban for project management kanban management software kanban method kanban methodology kanban agile kanban functions suitecrm kanban view kanban suite kanban view suitecrm kanban support kanban support suitecrm kanban view crm kanban plugin