Enhance Your SuiteCRM Experience with Related QuickView Add-On by Verity Infotech
If you’ve been searching for a way to streamline your SuiteCRM workflow, the Related QuickView add-on by Verity Infotech might just be your perfect solution. Save precious time by effortlessly viewing field-related details in key modules like Accounts, Contacts, and Leads without having to open new tabs. This game-changer is essential for making day-to-day CRM navigation a breeze.
For any SuiteCRM user, accessing related fields often means opening a record in a separate tab. This can be especially tedious and inefficient for sales, marketing, and support teams. Fortunately, the Related QuickView integration provides a smarter alternative. By simply hovering over key fields like Relationship or Relate fields in both Detail View and List View, a QuickView pop-up appears, giving you instant access to related information.
This intuitive tool works across 8 different modules, making it a versatile addition to your SuiteCRM toolbox. Let’s take a closer look at how this add-on functions within the Opportunity module. Simply hover over the Account Name field in Detail View, and witness how the QuickView pop-up displays directly below, as shown in the image above.
This system is equally efficient in List View, where the QuickView pop-up appears in the bottom left corner, delivering critical insights without disrupting your workflow. This functionality underscores the add-on’s capacity to enhance efficiency and productivity for any SuiteCRM user.
Need any support or have questions? Verity Infotech offers reliable support channels to assist you. Reach them via email at info@verityinfotech.com or through their Skype at info@verityinfotech.com.
Moreover, Glances integrates SuiteCRM seamlessly with your favorite workplace apps, providing a hub for real-time customer insights and personal tasks. For anyone interested in a personalized demo, simply contact Verity Infotech and a notification will be sent to you promptly when they respond to your request.
Contact Verity Infotech today to streamline your CRM processes and remove unnecessary steps from your daily routine. Explore the benefits of the Related QuickView add-on and transform your SuiteCRM experience.
