Efficient customer relationship management is crucial for any business, and SuiteCRM’s Dynamic Panels offers an innovative solution to streamline this process. Developed by Variance InfoTech Pvt Ltd, Dynamic Panels allows you to show or hide fields and panels based on the specific values of related fields. This feature is particularly useful for businesses that need to tailor their CRM interface for different scenarios.
Why Use Dynamic Panels?
Do you often find yourself needing to display only relevant fields for specific contact types? Perhaps you need to hide certain fields until a lead is fully qualified. Dynamic Panels allows you to efficiently manage field visibility, enhancing your CRM user experience.
For instance, if you’re dealing with various contact types such as customers and partners, you can configure your CRM to show or hide fields accordingly. Select ‘Customer’ to reveal fields relevant to that category, and switch to ‘Partner’ to display their specific fields.
Real Estate Example
Consider a real estate business where the type of property dictates the details needed in the CRM. When ‘Apartment’ is selected, Dynamic Panels ensures only ‘Apartment’-related fields are shown, while selecting ‘Villa’ adjusts the display to show fields tied to ‘Villa’.
Check our User Guide for a deep dive into setting up and using Dynamic Panels efficiently.
Automate Field Calculations
Dynamic Panels is not limited to visibility management. It can also automate field calculations without the need for custom code. By defining business logic, the system can update fields automatically based on calculations, streamlining processes and reducing manual input.
Comprehensive Support and Demo
Variance InfoTech offers comprehensive support to ensure you maximize the benefits of Dynamic Panels. Their online support is available during convenient hours to assist with any queries. Additionally, tailored demos can help you visualize how this tool fits your business needs.
Email info@varianceinfotech.in for support or demo requests and elevate your CRM experience with Dynamic Panels today!
