Summary Widgets – as the name suggests, enables to manage i.e. add or remove any widgets from any module’s summary view. For adding a new widget, you can add new widgets from any related module. On the added widget, you can add new record, select from existing, click on the related records to edit individual fields as well as record. Editing a record is managed in the intuitive Quick Edit popup (similar to Quick Create in VTiger). Administrators can configure the widgets to show the defined information on the widget. It also allows to sort the shown information as well as limit the number of entries.
It also allows to add a custom comments widget. Its more helpful as it has custom features like show/hide comments etc.
Removing a widget includes hiding any standard available widgets on any module. For example, comments, activity, documents, related modules etc. You can read more about the extension on the extension page.
New UI for Summary Widgets
We released a UI update for the Summary Widgets extension for VTiger. The new UI is sleek, easy to use, and robust, as it uses the standard tiling from VTiger. The JS is improved that helps to evade any conflicts as well as improve the loading speed. The new UI is far very efficient and consumes less resources.
In addition, the new UI is easy on eyes. It helps to spot a specific record briskly and conveniently. The new popup button enables to open a related records popup and quickly view the details of a related record, without leaving the page.
To learn more, please see our user manual for Summary Widgets extension. The extension is included in the Extension Pack and is available for all our subscribers. If you need more information or have questions, send us an email at [email protected] or visit www.vtexperts.com for live chat – we usually respond within 24 hours.
Please note that we design our extensions to be as flexible & configurable as possible, so if you feel uncertain if this would work – email us and we’ll be pointing you to the right direction. Also, we can add features or can customize extensions to meet your needs and make sure you will be up and running in no time. If this extension is “almost” what you need – we can work with you to make necessary changes so it is “exactly” what you need.