Streamline Your CRM Interaction with MTS Related Record Preview
In today’s fast-paced business environment, time is a valuable asset. For sales and support teams using SuiteCRM, the constant need to open new tabs to view related records can be a significant time drain. Enter MTS Related Record Preview, a game-changer add-on developed by Mien Trung Software (CRMPluginHub) that empowers SuiteCRM users to view related record information seamlessly.
Efficiency at Your Fingertips
The MTS Related Record Preview is designed to enhance productivity. A simple click on the preview-eye icon near a record name activates a pop-up displaying the related content on the right side of the current window. It ensures real-time insight for better decision-making without breaking your workflow by opening numerous tabs.
Integration Across SuiteCRM Modules
This powerful tool integrates smoothly within List View and Detail View, supporting all modules. Users can configure which modules they need through the Admin section, allowing for a fully customized experience.
Innovative Features to Maximize Productivity
- History Time Line: Easily track interactions in a single timeline view.
- MTS Subpanel Search: Perform quick searches within subpanels for necessary information.
- MTS Field Highlight: Highlight critical fields and dropdown options in a record.
- MTS Notification: Get alerts whenever a record is assigned to you, keeping you informed and prompt.
- MTS SubPanel Record Counter: Keep tabs on record counts within all subpanels when accessing a detail view.
- MTS Organisation Chart: Visualize business structures and key relationships using CRM data.
- MTS Subpanel Toggle: Control the display of subpanels under specific conditions.
A Total Solution for Customer Management
MTS Related Record Preview emphasizes ‘The simplest way to work™.’ It’s the ideal tool to integrate SuiteCRM with your favorite workplace apps, acting as a comprehensive hub for real-time customer insights and personal tasks.
Don’t Just Take Our Word for It!
If you’re interested in experiencing this powerful tool first-hand, consider requesting a demo through this link. By integrating MTS Related Record Preview into your SuiteCRM workflow, you’re embracing a more efficient, time-saving method of customer relationship management.
