SugarCRM Useful Tip – Summary View

Have you ever wanted to see a concise view of all correspondence you have had with a particular Lead, Contact, Account, Quote (Professional and Enterprise Only), Opportunity, Project, Case etc. without having to click into each call, email, meeting?

Go to the relevant record and at the top of the History panel you will find a “View Summary” button.

Pressing this will result in a popup window appearing containing an historical view of all activities performed (calls, meetings, emails archived etc) for that particular record.

This tip was originally posted on the SugarUK Blogs where you can find a whole host of other useful SugarCRM tips.

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