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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#2927 - Totalling using Accounts

Closed General Question created by taufiqueahmed Verified Purchase 3 years ago

This plugin is working great :)

I have one question

My Kanban is for Accounts
I can see my 1 test account within the "Prospecting" status

Please see screenshot attached

In the column I can see Prospecting(1) 0.00

Can you confirm what the 0.00 is totaling?

Is there anyway I can make it total a custom field? Currency?

  1. Vedisoft member avatar

    Vedisoft Provider

    3 years ago

    Hi,
    Yes, 0.00 is a total value.
    You choose field to calculate Total in Kanban Settings (use field "Summarize by").
    You can choose only field with type float and currency

  2. taufiqueahmed member avatar

    taufiqueahmed Verified Purchase

    3 years ago

    That's great thank you :)

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