RT SugarBoards now supports all sidecar modules (out-of-box and custom). Some of the modules are listed below:
Make sure you have run Repair and Rebuild before using RT SugarBoards. If the error message still does not go away, you may want to clear your cache.
Records are displayed based on list view pagination. e.g 20 of 200 records of the module by default.
Column Summary is currently being displayed in the Quotes and Opportunities module. It allows the user to know a summary of the records in the columns such as total opportunities amount of the current records displayed in a column in opportunities module. In order to customize or enable this feature in another module please contact support.
Yes, RT SugarBoards should be available in any Module containing a list view.
You can create a group based on any (dropdown or relate) field that is not read-only. Go to RT SugarBoards settings, expand the accordion of the Module you want to add the group in, click Add Group and select a field. Voila! your group has been created.
Each module has been configured to group records by a few of its fields such as status, assigned to etc.
You can view that record in the list view of Opportunities module.
You can add a new Group but Grouping Levels are not available in RT SugarBoards yet. So drop us an email at firstname.lastname@example.org if you’re interested in Grouping Levels.
Please contact us at email@example.com we will customize it for you.
They allow the user to create an activity against a record such as calls, meetings, etc by dropping a create activity drawer.
The plugin implements the same pagination as that of the list view.
RT SugarBoards is available for all Modules with List-Views. If you have done customization, it would most probably be overriding the RT SugarBoards View. Please contact us at firstname.lastname@example.org, we will figure out a solution for you.
Click on the settings tab or open the RT SugarBoards Main menu from the profile action menu. A configuration page will appear where you can change these values.
Make sure you have the secondary information added in it. Please check the User Manual for the secondary information.