FEATURES

Kanban Board - Visualize views on board

Visualize any CRM View as lanes as in a Kanban View. Ability to configure the fields for defining the categories

Kanban Board

Ability to drag and drop the cards across columns to quickly update the values of the underlying category field

Kanban Board - Drag and Drop cards

Quick access to important information in a compact card view

Kanban Board - Drag and Drop cards

Support to define quick activity actions for the records

Kanban Board - Search and filter records

Works in context of the native CRM environment and responds to all native ribbon actions available for traditional views

Kanban Board - Perform actions on selected cards

Support for search through native quick search available for views in CRM

Kanban Board - Show/Hide empty lists

Records in the lanes can be sorted. It also supports filtering of the data in the view by “CreatedOn” date

Kanban Board - Filter records based on Date

Sort lists in ascending or descending order to search records easily

News and Articles

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