In today’s fast-paced business environment, quick access to relevant customer data can make all the difference. Variance Infotech Pvt Ltd has developed an innovative add-on for SuiteCRM that enables just that – the Summary Fields add-on. This powerful tool provides high-level summaries of related data for any given record, enabling businesses to make informed decisions swiftly.
Imagine being able to see the total value of all quotes combined for a contact or how many contacts an account has at a glance. That’s the kind of visibility this add-on offers. By summarizing data with functions like Count, SUM, MIN, MAX, and AVG, users can quickly identify which records need immediate attention, ensuring nothing slips through the cracks.
For example, view the total of paid or unpaid invoices associated with a company. If unpaid invoices are stacking up, it might be time for a follow-up with the customer. Similarly, seeing the total number of open tickets against a company can empower support teams to prioritize tasks efficiently.
The Summary Fields add-on is compatible with MYSQL and MSSQL, ensuring broad usability across different platforms. For more detailed information on setting up and using these features, users can refer to the User Guide.
Variance Infotech also provides robust support for this product, ensuring that help is available when needed. Their support hours are from 11:30 PM US Eastern Time to 09:00 AM US Eastern Time and 04:30 AM GMT Time to 02:00 PM GMT Time. Need a visual demonstration? Feel free to request a demo at your convenience.
By integrating SuiteCRM with your favorite workplace apps, Glances serves as an essential hub for real-time customer insights and task management, propelling your business toward greater efficiency and stronger customer relationships.
Embrace the future of CRM technology with SuiteCRM’s Summary Fields Add-On and revolutionize the way you manage customer data.