With the Subpanel Management add-on for SugarCRM, you can now customize how your subpanels are displayed within individual modules. Easily show or hide available subpanels of your choice, so you can conveniently view what matters to you most in the CRM.
Customize how your subpanels display in individual modules
With the Subpanel Management add-on, you can now customize how your subpanels are displayed within individual SugarCRM modules. Easily show or hide subpanels of your choice from the available list of subpanels for each module, so you can conveniently view what matters to you most in the CRM.
One of the key benefits of this add-on is the fact that admins can easily set up subpanels for each module without the need for developer assistance. For example, if admins create a relationship one to many (1:M) OR many to many (M:M), in that case a subpanel will be created in the module. Using this add-on, admins can easily hide unnecessary subpanels without help of developer. Admins can configure the details of this solution from the admin panel of SugarCRM.
How it Works
Below is a typical use case for the Subpanel Management add-on, showing how to hide the Notes subpanel from the Calls module in SugarCRM. Follow the screenshots below for more information.
1) Click on any of the subpanels from the Displayed Subpanels column:
2) After clicking, the selected subpanel will be displayed under the Hidden Subpanels column:
3) Now the selected subpanel will be hidden from the module of choice: