by Vedisoft

Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SugarCRM or SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.

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#1668 - Projects module examples

Closed General Question created by Audrey 5 years ago

I am considering how useful this Addon might be for my production team. They have been struggling with the UI in the out of the box Sugar CRM. We have tried to build in several production cycle statuses that have drop downs menus currently that track the progress or next steps needed for a project as it progresses through the cycle. Creating the correct view of projects and then trying to update each of these is cumbersome and the UI is very limited. This product may be a good solution for us but I need to understand a couple of things.

Do you have a demo video of this Add-on in action on some real data?
How much information (how many fields) can be included on the Kanban card itself?
Can you sort/select your Project list before opening the kanban view?
How many elements/columns can be used for the dropdown?
Do the columns have to be yes/no or checkbox based?
Is moving a card from one column to another the only functional update available? For example can you move it to a column and update any other information on the kanban card from this view?

Thanks for the information!
Audrey

  1. Audrey member avatar

    Audrey

    5 years ago

    Do you have an Add-on similar to this that will work with 7.5. It looks like this will not work with the version we are running.

    • Vedisoft member avatar

      Vedisoft Provider

      5 years ago

      Hi Audrey
      we do not have add-on for SugarCRM 7.x
      We are planning to develop it until November 17

  2. Vedisoft member avatar

    Vedisoft Provider

    5 years ago

    Aundrey, see the answers below

    Do you have a demo video of this Add-on in action on some real data?
    --- No, we do not have video. If you want we can open trial based on Community Edition

    How much information (how many fields) can be included on the Kanban card itself?
    --- As many as you want - it is cusomizable

    Can you sort/select your Project list before opening the kanban view?
    --- I'm sure I understood you. 1. You can not sort cards inside column. Probably we will add this funciotn someday, it is in wish list. 2. You can use different Kanban view for one module, so you can have different Project list. There are private and public Kanban view, you can have many views.

    How many elements/columns can be used for the dropdown?
    --- As many as you want.

    Do the columns have to be yes/no or checkbox based?
    --- No. Only dropdown.

    Is moving a card from one column to another the only functional update available? For example can you move it to a column and update any other information on the kanban card from this view?
    --- You can do a lof of things on Kanban view. Please see User Guide https://www.sugaroutfitters.com/docs/kanban-view/user-guide

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