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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#2744 - Tasks within opportunities

Closed Bug? created by hivemindnet Verified Purchase 3 years ago

Hi - Trialing the plugin as a sales/opportunities board. Looks good but...

I se when a task is overdue on a card (it's red) - I want to be able to then click into the card and see/add/edit the tasks relating to that opportunity. How can I do/add the tasks panel to the popped open opportunity view from the card?

Thanks

  1. Vedisoft member avatar

    Vedisoft Provider

    3 years ago

    it duplicates these:
    https://www.sugaroutfitters.com/addons/kanban-view/questions/1189

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