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.
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.
afcmasteruser
6 days ago
Hello,
Apologies the problem you're facing.
We'll check it from our end and update you ASAP.
Regards,
Variance Infotech PVT LTD
5 days ago
Hello,
We've fixed issue of summary fields. Please check it
Regards, Variance Infotech PVT LTD.
4 days ago
Hi, thank you for the quick fix! But are the summary fields not available in reports? I would expect to see them there as well as in exports, filters and list view. Otherwise, they would have quite limited use
4 days ago
Hello,
Summary Fields feature available on the Detail Screen of the Module. It's just viewing in the CRM.
Regards,
Variance Infotech PVT LTD
4 days ago
Are you planning to add the report feature any time in the future?
4 days ago
Hello,
The summary fields are displayed only on the Detail View based on the configuration settings. These fields are not stored in the database, and hence, it's not ideal to include them in the Reports module.
Regards,
Variance Infotech PVT LTD