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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#2566 - Possible feature

Closed Feature created by randrews Verified Purchase 4 years ago

Possible to add a section that would allow an admin to see Kanban by specific users. The only choice right now is personal or general.

If I wanted to see a particular user it is not possible ?

Thanks
Richard

  1. Vedisoft member avatar

    Vedisoft Provider

    4 years ago

    Hi Richard,
    Right now we have in development the following feature: you will be able to set saved on List View filters in Kanban view.
    After updates you will have to do this:
    1. Go to List View of your module (Opportunities, Leads, Accounts, etc)
    2. Create new filter on List View (as you usually do on List View). In your case you should save filter with filtering by specific user.
    3. Go to Kanban settings.
    4. Set your new filter in Kanban settings.
    5. Kanban view will show you only filtered by that filter cards.

    This updates should be ready until October 15.

    • randrews member avatar

      randrews Verified Purchase

      4 years ago

      thank you .. will there be an update notification? or will it download automatically

    • Vedisoft member avatar

      Vedisoft Provider

      4 years ago

      Hi Richard,
      Please try updated module http://office.vedisoft.ru/__files/kanban-sugarcrm-7.zip
      If you have kanban views you do not want to loose then please create backup of table kanban
      Unistall old module
      Install new one
      Make quick repair in SugarCRM admin panel
      Create Saved Filter on List View of any module you want to use with Kanban
      On page with Kanban settings you will see new drop down with Saved Filters.

      Please let me know if you will not learn how to use it of if you will have any problem with installation.

    • randrews member avatar

      randrews Verified Purchase

      4 years ago

      thanks .. so it is ready now to use? Your orignai email mentioned Oct 15

    • Vedisoft member avatar

      Vedisoft Provider

      4 years ago

      Yes, it is ready

  2. randrews member avatar

    randrews Verified Purchase

    4 years ago

    hello .. I have tried it and I like the new feature of using the filter. However, I have created a filter for a user, and there are many more items in the opportunity view that what is visible in the kanban. Is there a limit to how many cards are shown at one time? is it tied to the number of viewable records on the list view?

    • Vedisoft member avatar

      Vedisoft Provider

      4 years ago

      Hi Richard,
      There is no any limits.
      1. Please make sure that you count on list view only opportunities with statuses you chose in Kanban settings.
      2. How many opportunites do you have in your case?
      3. If you now how please open console browser (switch to console tab), open Kanban view and if you will see any errors, please send me screenshot.
      4. We can make a skype call you will share your screen. It will help us to understand what goes wrong.

    • randrews member avatar

      randrews Verified Purchase

      4 years ago

      hello .. i can see in my opportunities that there are "Quotations" but not all the "quotations" are visible. OK to do a skype call .. did not see any errors anywhere

  3. Vedisoft member avatar

    Vedisoft Provider

    4 years ago

    Hi Richard,
    Please let me know your time range we can talk (please tell me in UTC format)

    • randrews member avatar

      randrews Verified Purchase

      4 years ago

      hello .. would you be available now .. or in 10min .. 4:30pm UTC?

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