Maximize your SuiteCRM efficiency and streamline your workflow with the innovative Related QuickView Add-on by Verity Infotech. This handy tool empowers users by enabling swift access to related details within SuiteCRM, eliminating the need to open new tabs and reducing unnecessary steps for sales, marketing, and support teams.
Streamlined Data Access with QuickView Pop-ups
With the Related QuickView add-on, users can access essential field-related information on-the-fly. While in Detail View and List View across eight different modules, such as Accounts, Contacts, and Leads, simply hover over specific field names to reveal a QuickView pop-up displaying supporting details.
This QuickView functionality allows for a more comprehensive overview and enables quick decision-making without the hassle of opening new windows or tabs.
Enhancing Detail and List Views
Experience an improved workflow in both Detail and List Views with seamless integration of pop-up details. For example, within the Opportunity module, hovering over the Account Name field triggers a pop-up to display relevant informational snapshots.
By simplifying data access, the Related QuickView add-on helps your team save time and reduce the cognitive load associated with data retrieval within CRM systems.
Accessible Support and Integration
At Verity Infotech, we stand by our products, ensuring you have the support you need to maximize the utility of our solutions. For support queries or further information, contact us via email at info@verityinfotech.com or Skype using the same address.
For those already leveraging SuiteCRM integration tools, Glances might be a valuable addition, serving as your central hub for real-time customer insights (learn more here).
See It in Action
Curious to see how the Related QuickView add-on could transform your SuiteCRM experience? Request a demo and discover the powerful benefits it offers. Watch the solution in action and consider how it can address specific challenges within your CRM processes.
Your request for a demo will be promptly addressed, offering you a firsthand look at the Related QuickView add-on’s capabilities.
To explore this add-on further, visit the official add-on page for more insights and purchasing details.