MTS History Summary is a tool that gives you an overview of the history for SuiteCRM records (Accounts, Contacts, Leads). By this tool, you can check the last actions taken per record: the number of emails sent or calls made, or the last time contact was made. This empowers your business teams to reach out to customers in a timely manner for better retention.
It summarizes all the important information so you can focus on driving more sales. Based on the history summary, you can quickly take the next follow-up action so customers experience a better level of response.
- Calculates lifetime value of Accounts and Contacts
- Shows last time updated and last time contacted
- Includes total customer contact time (calls, meetings, emails)
- Lists separate activities (notes, tasks, calls, meetings, emails)
- Work well with all themes and all SuiteCRM v7.x.x