SuiteCRM Kanban View

The Kanban View module for SuiteCRM, powered by CRMPUNCH, is a game-changer in visualizing and managing your workflows. Transform complex processes into simple, visual stages with an intuitive Kanban board interface that gives your team a clear, drag-and-drop view of records as they move through different stages. Whether you’re managing leads, support tickets, or projects, the Kanban View module brings transparency, organization, and speed to your CRM experience.

Key Features:

Visual Workflow Management: Transform your SuiteCRM modules into interactive Kanban boards, allowing for intuitive drag-and-drop actions to update record statuses seamlessly. ​

Customizable Columns: Configure columns based on dropdown list values within your modules, tailoring the board to reflect stages or categories that align with your business processes. ​

Detailed Record Cards: Each record is represented as a card displaying essential information, with options to customize the visible fields, ensuring quick access to pertinent details. ​

Multiple Board Support: Create and manage multiple Kanban boards for a single module, each with distinct configurations, to cater to different workflows or team requirements. ​

Aggregate Functions: Utilize aggregate functions like count, sum, average, minimum, and maximum to analyze data within the Kanban view, providing valuable insights at a glance. ​

Conditional Filters: Apply conditional filters to display only records that meet specific criteria, enhancing focus and productivity by highlighting relevant entries. ​

Sidebar Integration: Optionally display Kanban boards in the module sidebar for quick access, streamlining workflow without navigating away from the current view. ​

By incorporating the Kanban View module, SuiteCRM users can experience a more organized and efficient workflow, with enhanced visibility and control over their records. This visual tool is particularly beneficial for managing sales pipelines, project tasks, support cases, and any process that benefits from a clear, stage-based overview.​