Give users a summary of important entries connected to their accounts with the Account 360-degree View add-on for SuiteCRM. Track the number of completed and planned activities, status of projects, sales opportunities and more per account. The view also contains a map showing the account’s location, plus it alerts you if there’s a lack of account interaction.
Installation Guide
Installing the Add-on
Navigate to Admin > Module Loader and select the zip file, that you would have received upon the purchase. Follow the installation process and then do repair and rebuilt (Admin > Repair > Quick Repair and Rebuild).
License Settings
Navigate to Admin > License Configuration
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