Advance SubPanel Management Add-On

Customize the display of subpanels in individual SugarCRM modules with the Subpanel Management add-on. This feature allows you to easily show or hide specific subpanels from the available list for each module, enabling you to focus on the information that matters most to you within the CRM.

User Benefits

The Subpanel Management add-on provides significant advantages for admins by streamlining subpanel setup and configuration without requiring developer assistance.

1. Simplified Configuration: Admins can effortlessly manage subpanels for each module directly from the SugarCRM admin panel.

2. Enhanced Flexibility: When creating relationships such as one-to-many (1:M) or many-to-many (M:M), subpanels are automatically generated. This add- on allows admins to hide unnecessary subpanels with ease.

3. Developer-Free Solution: There is no need to rely on developers for subpanel customization, saving time and resources.

4. Improved Usability: Admins can focus on displaying only the most relevant subpanels, creating a cleaner and more user-friendly CRM

How it Works

Below is a typical use case for the Subpanel Management add-on, showing how to hide the Meetings and Calls subpanel from the Account module in SugarCRM. Follow the screenshots below for more information.

1) After The following condition is configured: If the Type is 'Customer' and 'Sync to HubSpot' is set to True, the Meetings and Calls sub-panel will be hidden.

2) Before applying the condition, both sub-panels were visible. Please refer to the screenshot for reference.

Please find Video for more details.

Note: This plugin will not work with BWC module

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