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.

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Release Notes

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
  • 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
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