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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#2630 - No Filter

Closed Feature created by n8weaver 3 years ago

Great product, if you added a way to filter the leads it pulls it would be close to perfect. Unfortunately, if this is for pipeline management pulling all the leads does not make sense. I'll be returning the product, if you decide to add the filter function I'd be happy to purchase again. Thanks!

  1. Vedisoft member avatar

    Vedisoft Provider

    3 years ago

    Hi,
    Actually we added filter option into our module last week for SugarCRM 7 (Professional/Enterprise).
    We've got a plan to add the same function for SugarCRM Community Edititon / SuiteCRM until November 4.

    Filter is implemented by using Saved Searches. So firstly you will need to create a filter on List View, and only after that you can set it into Kanban settings.

    • n8weaver member avatar

      n8weaver

      3 years ago

      Ok I'll look for it in Nov thanks!

    • Vedisoft member avatar

      Vedisoft Provider

      3 years ago

      Hi,
      We updated Kanban module.
      We added
      - Saved Searches: now you can filter cards on Kanban by saved filters on List View
      - Kanban column counts how many cards it has.

      You can downloaded updated module from SugarOutfitters.
      And I will send you an email with module.

      Please uninstall and delete old veriosn of the module

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