Bring Kanban View to all your Sugar modules!
Data is important, but how you make use of it makes all the difference. A great database can only take you so far. Quickly understand the big picture of your data and determine the next steps with the plugin that adds a Kanban view to all SugarCRM modules.
RT SugarBoards seamlessly integrates with SugarCRM and helps you increase business efficiency with dynamic columns, drag-and-drop features, and plenty of other useful features so that you have everything you need right in front of you.
Easy Access to Data
Have a complete view of all your data at the ease of a click with the RT SugarBoards. Manage your data with columns/cards and change statuses with drag and drop.
Take team synchronization a step further and stay on top of leads and opportunities using activity buttons and color labels for a more user-intuitive experience.
Leverage the optimized cards and filters to make your work simple and get more done in less time.
Stay on track with your team members on each project stage to ensure you never miss a deadline and achieve all goals in time.
Features and Benefits
Flexible User Interface
There are many ways to view your records with RT SugarBoards. Other than the default option to view all your records in the form cards, by clicking on them you can collapse them for more information as well as go into the detailed view. If a quick overview is what you want, you can also bring up details on the preview pane on the left side of the screen.View All Features
Interactive Action Items
Get all the information in a single view with user initials, photo and last modification time. Streamline your processes with different activity buttons to create emails, tasks, meetings and log calls from within the Kanban view.View All Features
Label Your Cards
Easily edit cards for a personalized user experience that removes clutter and highlights important items using color labels. You can also mark favorites and upload user photos.View All Features
Filtered Search Integration
No need to scroll large data to find relevant information. Just use the search bar and get all the information about records within the Kanban view.View All Features
Flexible User Interface
Interactive Action ItemsGet all the information in a single view with user initials, photo and last modification time. Streamline your processes with different activity buttons to create emails, tasks, meetings and log calls from within the Kanban view.
Label Your CardsEasily edit cards for a personalized user experience that removes clutter and highlights important items using color labels. You can also mark favorites and upload user photos.
Filtered Search IntegrationNo need to scroll large data to find relevant information. Just use the search bar and get all the information about records within the Kanban view.
Drag and Drop FunctionalityEasily drag and drop different fields on the card to move records from one stage to another from leads to closing a deal.
Dynamic Columns and CardsGet all the data from your Sugar in columns and cards for quick retrieval of information. The intuitive user interface automatically creates columns from your status field making it more interactive and easy to use.
SupportPhone Support: +44(0)207-993-8524
Support Email: firstname.lastname@example.org
Support Knowledge Base: https://drive.google.com/file/d/1oLpD1FTQZImYy8YdIoeWJuQfG5iPWLFM/view
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