Boost Your Productivity with MTS Related Record Preview for SuiteCRM
In the fast-paced world of sales and customer support, time is of the essence. Opening multiple tabs to view related record details in SuiteCRM can be a tedious task. Thankfully, the MTS Related Record Preview add-on provides a solution by allowing users to access related record information directly from List View or Detail View with just a single click.
Efficient Access to Related Records
Whether you’re managing accounts, leads, or opportunities, MTS Related Record Preview streamlines your workflow. By clicking the preview-eye icon next to an account name, a pop-up of related content appears on the right side of the same window. This functionality eliminates the need for multiple tabs, offering a cleaner and faster way to manage information.
Intuitive Integration in SuiteCRM
The MTS Related Record Preview is versatile, working seamlessly within List View and Detail View, across all modules. Customizing which modules to preview is simple and can be configured through the Admin section in SuiteCRM.
Additional Features to Enhance Efficiency
- History Timeline: View a complete timeline of interactions in a single glance.
- MTS Subpanel Search: Quickly search for information within subpanels for efficient data access.
- MTS Field Highlight: Highlight critical fields and dropdown options for better focus.
- MTS Notification: Receive instant notifications for assigned records.
- MTS SubPanel Record Counter: Easily count all records within subpanels while viewing details of a specific record.
- MTS Organisation Chart: Visualize your organizational structure and key relationships using CRM data.
- MTS Subpanel Toggle: Control the display or hiding of subpanels based on set conditions.
For more detailed insights into integrating SuiteCRM with other business apps, consider exploring Glances, your workflow hub for real-time customer insights and personal tasks management.
If you’ve purchased the add-on and require support, create a support case for assistance. Otherwise, feel free to reach out to the seller with any questions or request a demo to see how this solution can optimize your workflow.