by Rolustech

View and manage all your SugarCRM data with an interactive Kanban view, where you can conveniently schedule calls, tasks, events and send emails. With RT SugarBoards, a glimpse is all you need to work faster and better.

Free 30 day trial
Try it Now

By clicking you consent to share your profile with the developer

Release Notes

Version 2.5.2 (Available: 07/11/2023)

Release Notes:

  • Made compatible with php 8.2 and MySQL 8

Compatibility:

  • Version 13.* (on-demand and on-premise)

Features and Improvements

  • Kanban view for SugarCRM records with expandable cards for at-a-glance view
  • Supports various modules such as Contacts, Accounts, Leads, and Opportunities
  • Cards personalization so the user can see the data they want
  • Drag and drop to change details such as sales stages or assignees, or to mark a successful or failed state such as closing an opportunity as won or lost.
  • Quick Activities buttons on the cards to create related calls, meetings, tasks, and more.
  • Quick preview and quick edit options for record details

Special Instructions

  • Please perform Repair and Rebuild after installation.

Version 2.5.1 (Available: 06/06/2023)

Release Notes:

  • Made compatible with Sugar 13.0

Compatibility:

  • Version 12.1-12.3, 13.0 (on-demand and on-premise)

Features and Improvements

  • Kanban view for SugarCRM records with expandable cards for at-a-glance view
  • Supports various modules such as Contacts, Accounts, Leads, and Opportunities
  • Cards personalization so the user can see the data they want
  • Drag and drop to change details such as sales stages or assignees, or to mark a successful or failed state such as closing an opportunity as won or lost.
  • Quick Activities buttons on the cards to create related calls, meetings, tasks, and more.
  • Quick preview and quick edit options for record details

Special Instructions

  • Please perform Repair and Rebuild after installation.

Version 2.5.0 (Available: 02/14/2023)

Compatibility:

  • Version 11.3 (on-premise)
  • Version 12.0.* (on-demand and on-premise)
  • Version 12.1, 12.2, 12.3 (on-demand)

Features and Improvements

  • Kanban view for SugarCRM records with expandable cards for at-a-glance view
  • Supports various modules such as Contacts, Accounts, Leads, and Opportunities
  • Cards personalization so the user can see the data they want
  • Drag and drop to change details such as sales stages or assignees, or to mark a successful or failed state such as closing an opportunity as won or lost.
  • Quick Activities buttons on the cards to create related calls, meetings, tasks, and more.
  • Quick preview and quick edit options for record details

Special Instructions

Please perform Repair and Rebuild after installation.

Version 1.0.3 (Available: 04/21/2020)

Compatibility:

  • 8.x.x - 10.0.x

New Features:

  • RT SugarBoards demo is displayed upon installation
  • Each Column Header contains the total number of records in it (from the total records displayed)
  • RT SugarBoards now supports all sidecar modules
  • Users can personalize Tabs in RT SugarBoards according to their preference
  • Users can personalize Success/Failure stages in RT SugarBoards
  • Users can switch to the Per User Pricing plan
  • Users can configure RT SugarBoards for any Module within the RT SugarBoards view of the Module

Improvements:

  • The dates on cards are now formatted according to the Date Format user has saved in settings
  • The Show More belt is excluded from the Body of RT SugarBoards
  • Card Preview is toggled on clicking preview (eye) icon
  • Show more option appears for the secondary information in a card
  • RT SugarBoards configuration page view has been updated to be more user friendly
  • User-friendly error messages have been added
  • The Card shadow is of the same size as the card and lighter in the shade when dragged (collapsed or expanded)
  • A success or failure box appears if either stage is filled
  • Step 2 in RT SugarBoards configuration page is expanded and collapsed for a regular user and admin user respectively

Non-functional Improvements:

  • Code for ACLs checking is improved
  • Cached photos are being used instead of making a new call every time
  • Structural improvements

Limitations:

  • User cannot add a Tab based on a read-only field
  • If new users have been added in the license key, the key has to be revalidated with new users enabled

Fixes:

  • Types are being properly displayed in Target Lists' cards
  • If no column is available in a Tab then all cards would fall in an Unassigned column
  • Create button in RT SugarBoards view in Reports module is working fine now
  • When a Success or a Failure stage is updated their columns are hidden from the Board view
  • The time format for last modified is updated
  • Card and column widths have been fixed
  • Cards labels have been spaced properly to not overlap other information on the card
  • The footer of card shows 'Ns ago' where N is the number of seconds
  • The Lead card remain on its position if Conversion is Canceled
  • The Priority Color Labels for Cases and Leads Modules have been are readable now
  • The Leads Card and Cases Card droppable in Success/Failure boxes when in Recycled Column and Duplicate Column respectively
  • Success and Failure Stages are appearing on all Group By tabs
  • The Edit Drawer is containing all of the record's information
  • The columns are updated if the success and failure stages are changed
  • Upon edit, the card shows updated data
  • The progress bar on the installation page is completely green now
  • The Assigned User Picture/Initials are being displayed on the card
  • The label of the card is updated when dragged to another column
  • RT SugarBoards page rendering issue on Firefox browser is resolved
  • The hidden columns are not being shown when Show More is clicked
  • The Success and Failure Stages only appearing in their designated Group By Tabs
  • The 'To' field in the Compose Email form is linked to the Card whose icon is clicked
  • The headers for module accordions at configuration page are internationalized
  • The card values are being changed after drag & drop on some (relate field) tabs
  • On updating success/failure stages or adding a new group tab, the board is refreshed automatically

Version 1.0.2 (Available: 12/12/19)

Compatibility:

  • 8.x.x - 9.2.x

Changes in this release:

  • Clear Browser Cache Alert appears on first use of RT SugarBoards
  • Bug Resolved: Welcome alert used to disappear instantly


Version 1.0.1 (Available: 11/26/19)

Compatibility:

  • 8.x.x - 9.2.x

Features:

  • Kanban board containing columns and cards
  • Status change of record on drag and drop
  • Default SugarCRM filter integration
  • Activity buttons on the card
  • A color label on the card
  • Time since modified info on the card
  • Assigned user initials or photo on the card
  • Link to edit view of record on the card
  • Success/Failure Stage drop area
  • Link for detail preview of record on the card
  • Kanban card should be collapsible
  • Edit form should open in a drawer
  • Column summary (e.g total opp. amount) shown below the top header
  • Column grouping based on different fields of the module
  • A favorite icon on the card

Known Issues:

  • View Render Failed error

Solution: Clear your browser cache and hard reload the webpage.

Version 1.0 (Available: 11/11/19)

Compatibility:

  • 8.x.x - 9.2.x

Scope:

  • Data is important, and the way it is utilized is even more important. You can have a great database that is organized and well maintained, but if you can’t find the right data at the right time then there’s no point in this.
  • With a Kanban view, you can quickly be on top of all your data within a glance!

Features:

  • Kanban board containing columns and cards
  • Status change of record on drag and drop
  • Default SugarCRM filter integration
  • Activity buttons on the card
  • A color label on the card
  • Time since modified info on the card
  • Assigned user initials or photo on the card image
  • Link to edit view of record on the card
  • Success/Failure Stage drop area
  • Link for detail preview of record on the card
  • Kanban card should be collapsible
  • Edit form should open in a drawer
  • Column summary (e.g total opp. amount) shown below the top header
  • Column grouping based on different fields of the module
  • A favorite icon on the card

Known Issues:

  • The Unassigned Column does not disappears when the card is dragged out of it. The user has to Refresh the Collection
  • The Card does not updates the Assigned Users' Avatars on Drag and Drop. The user has to Refresh the Collection for it
  • The changes from the Edit Form will not be reflected untill the collection is refreshed
Saving Comment Saving Comment...
Rating