{"id":4970,"date":"2019-11-26T14:38:12","date_gmt":"2019-11-26T14:38:12","guid":{"rendered":"https:\/\/www.rolustech.com\/rtsugarboards\/?page_id=4970"},"modified":"2019-11-26T14:38:12","modified_gmt":"2019-11-26T14:38:12","slug":"faq","status":"publish","type":"page","link":"https:\/\/www.rolustech.com\/rtsugarboards\/faq","title":{"rendered":"FAQ"},"content":{"rendered":"<p>[vc_row css=&#8221;.vc_custom_1648461588249{padding-top: 40px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}&#8221; el_class=&#8221;no-padding-horizontal tatsu-wrap&#8221;][vc_column][vc_raw_html]JTNDc3BhbiUyMGNsYXNzJTNEJTIyaHIlMjIlM0UlM0MlMkZzcGFuJTNFJTNDZGl2JTIwY2xhc3MlM0QlMjJjb250YWluZXIlMjIlM0UlM0NkaXYlMjBjbGFzcyUzRCUyMnNlY3Rpb24taGVhZGluZyUyMiUzRSUzQ2gxJTNFRkFRcyUzQyUyRmgxJTNFJTNDc3BhbiUzRSUzQyUyRnNwYW4lM0UlM0MlMkZkaXYlM0UlM0MlMkZkaXYlM0U=[\/vc_raw_html][\/vc_column][\/vc_row][vc_row el_class=&#8221;container content-area main_accordian tatsu-wrap&#8221;][vc_column][vc_toggle title=&#8221;Which modules are supported by RT SugarBoards?&#8221; open=&#8221;true&#8221;]<span style=\"font-size: 18px\">RT SugarBoards now supports all sidecar modules (out-of-box and custom). Some of the modules are listed below:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400\">Accounts<\/span><\/li>\n<li><span style=\"font-weight: 400\">Calls<\/span><\/li>\n<li><span style=\"font-weight: 400\">Cases<\/span><\/li>\n<li><span style=\"font-weight: 400\">Contacts<\/span><\/li>\n<li><span style=\"font-weight: 400\">Emails<\/span><\/li>\n<li><span style=\"font-weight: 400\">Leads<\/span><\/li>\n<li><span style=\"font-weight: 400\">Meetings<\/span><\/li>\n<li><span style=\"font-weight: 400\">Notes<\/span><\/li>\n<li><span style=\"font-weight: 400\">Opportunities<\/span><\/li>\n<li><span style=\"font-weight: 400\">Targets List<\/span><\/li>\n<li><span style=\"font-weight: 400\">Targets<\/span><\/li>\n<li><span style=\"font-weight: 400\">Tasks<\/span><\/li>\n<li><span style=\"font-weight: 400\">Reports<\/span><\/li>\n<li><span style=\"font-weight: 400\">Quotes<\/span><\/li>\n<\/ul>\n<p>[\/vc_toggle][vc_toggle title=&#8221;I keep getting the &#8220;Render Failure&#8220; error when I go to RT SugarBoards View after installation?&#8221;]<span style=\"font-size: 18px\">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.<\/span>[\/vc_toggle][vc_toggle title=&#8221;How many records are shown on the Kanban view?&#8221;]<span style=\"font-size: 18px\">Records are displayed based on list view pagination. e.g 20 of 200 records of the module by default.<\/span>[\/vc_toggle][vc_toggle title=&#8221;What is Column Summary? Can it be changed or customized?&#8221;]<span style=\"font-size: 18px\">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.<\/span>[\/vc_toggle][vc_toggle title=&#8221;Does RT SugarBoards support custom modules?&#8221;]<span style=\"font-size: 18px\">Yes, RT SugarBoards should be available in any Module containing a list view.<\/span>[\/vc_toggle][vc_toggle title=&#8221;I want to group by the records by a field of my choice. Is that possible?&#8221;]<span style=\"font-size: 18px\">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.<\/span>[\/vc_toggle][vc_toggle title=&#8221;How does RT SugarBoards group the cards?&#8221;]<span style=\"font-size: 18px\">Each module has been configured to group records by a few of its fields such as status, assigned to etc.<\/span>[\/vc_toggle][vc_toggle title=&#8221;I cannot see an opportunity record that I closed, what to do?&#8221;]<span style=\"font-size: 18px\">You can view that record in the list view of Opportunities module.<\/span>[\/vc_toggle][vc_toggle title=&#8221;Can I add or change grouping type and grouping levels?&#8221;]<span style=\"font-size: 18px\">You can add a new Group but Grouping Levels are not available in RT SugarBoards yet. So drop us an email at support@rolustech.com if you&#8217;re interested in Grouping Levels.<\/span>[\/vc_toggle][vc_toggle title=&#8221;Does it support mobile view?&#8221;]<span style=\"font-size: 18px\">No.<\/span>[\/vc_toggle][vc_toggle title=&#8221;Is it possible to show different information on the cards?&#8221;]<span style=\"font-size: 18px\">Please contact us at support@rolustech.com we will customize it for you.<\/span>[\/vc_toggle][vc_toggle title=&#8221;What are &#8216;Quick Create Activity Buttons&#8217;?&#8221;]<span style=\"font-size: 18px\">They allow the user to create an activity against a record such as calls, meetings, etc by dropping a create activity drawer.<\/span>[\/vc_toggle][vc_toggle title=&#8221;Does the plugin support pagination?&#8221;]<span style=\"font-size: 18px\">The plugin implements the same pagination as that of the list view.<\/span><\/p>\n<p>[\/vc_toggle][vc_toggle title=&#8221;RT SugarBoards view is not appearing in some of the modules where it should be available?&#8221;]<span style=\"font-size: 18px\">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 support@rolustech.com, we will figure out a solution for you.<\/span><\/p>\n<p>[\/vc_toggle][vc_toggle title=&#8221;Where can I change the Success\/Failure Stages drop area values?&#8221;]<span style=\"font-size: 18px\">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.<\/span><\/p>\n<p>[\/vc_toggle][vc_toggle title=&#8221;Why is my card not expanding?&#8221;]<span style=\"font-size: 18px\">Make sure you have the secondary information added in it. Please check the<a href=\"https:\/\/drive.google.com\/file\/d\/1oLpD1FTQZImYy8YdIoeWJuQfG5iPWLFM\/view\"> User Manual<\/a> for the secondary information.<\/span><\/p>\n<p>[\/vc_toggle][vc_raw_js]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[\/vc_raw_js][vc_raw_js]JTNDc2NyaXB0JTNFJTIwJTBBalF1ZXJ5JTI4ZG9jdW1lbnQlMjkucmVhZHklMjhmdW5jdGlvbiUyOCUyNCUyOSU3QiUwQSUyNCUyOCUyN3AlMjclMjkuZWFjaCUyOGZ1bmN0aW9uJTI4JTI5JTIwJTdCJTBBJTIwdmFyJTIwJTI0dGhpcyUyMCUzRCUyMCUyNCUyOHRoaXMlMjklM0IlMEElMjBpZiUyOCUyNHRoaXMuaHRtbCUyOCUyOS5yZXBsYWNlJTI4JTJGJTVDcyU3QyUyNm5ic3AlM0IlMkZnJTJDJTIwJTI3JTI3JTI5Lmxlbmd0aCUyMCUzRCUzRCUyMDAlMjklMEElMjAlMjAlMjAlMjAlMjAlMjR0aGlzLnJlbW92ZSUyOCUyOSUzQiUyMCU3RCUyOSUzQiUyMCUwQSU3RCUyOSUzQiUwQSUwQSUyMCUzQyUyRnNjcmlwdCUzRQ==[\/vc_raw_js][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row css=&#8221;.vc_custom_1648461588249{padding-top: 40px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}&#8221; el_class=&#8221;no-padding-horizontal tatsu-wrap&#8221;][vc_column][vc_raw_html]JTNDc3BhbiUyMGNsYXNzJTNEJTIyaHIlMjIlM0UlM0MlMkZzcGFuJTNFJTNDZGl2JTIwY2xhc3MlM0QlMjJjb250YWluZXIlMjIlM0UlM0NkaXYlMjBjbGFzcyUzRCUyMnNlY3Rpb24taGVhZGluZyUyMiUzRSUzQ2gxJTNFRkFRcyUzQyUyRmgxJTNFJTNDc3BhbiUzRSUzQyUyRnNwYW4lM0UlM0MlMkZkaXYlM0UlM0MlMkZkaXYlM0U=[\/vc_raw_html][\/vc_column][\/vc_row][vc_row el_class=&#8221;container content-area main_accordian tatsu-wrap&#8221;][vc_column][vc_toggle title=&#8221;Which modules are supported by RT SugarBoards?&#8221; open=&#8221;true&#8221;]RT SugarBoards now supports all sidecar modules<\/p>\n<div><a href=\"https:\/\/www.rolustech.com\/rtsugarboards\/faq\" class=\"exp-read-more exp-read-more-underlined\">Read More<\/a><\/div>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-4970","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>FAQ - RT SugarBoards<\/title>\n<meta name=\"description\" content=\"Have any queries? 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