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.

Cancel at any time!
Free Trial

#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

    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 :)

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...

Keep up to date on the latest additions

We'll send you an email every month with handpicked add-ons, reviews, tricks and tips. Don't worry, we hate spam as much as you do.