by Integros LLC

Quick Info is a SugarCRM add-on that helps users view linked records with no clicks. Investigate related information as deeply as you need without wasting time switching windows or tabs.

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Configuration Guide

The purpose of configuring is to specify Quick Infos - the content for the splash windows considering the module the link refers to.

1. Navigate to Quick Info module to browse the Quick Info descriptions

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2. Create a new record or edit the existing one

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3. In a record view, select Target Module - the module the linked record belongs to. Then specify Target list fields so that they reveal on the infotip pop-up window while the user is hovering the mouse pointer over the link. Use + for adding multiple fields to display

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Now, the configuration is ready, you may continue with User Guide

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