RT SugarBoards: Kanban View

Version 2.5.2 (Available: 07/11/2023)

Release Notes:

• Made compatible with php 8.2 and MySQL 8

Compatibility:

• Version 13.* (on-demand and on-premise)

Features and Improvements

• Kanban view for SugarCRM records with expandable cards for at-a-glance view
• Supports various modules such as Contacts, Accounts, Leads, and Opportunities
• Cards personalization so the user can see the data they want
• Drag and drop to change details such as sales stages or assignees, or to mark a successful or failed state such as closing an opportunity as won or lost.
• Quick Activities buttons on the cards to create related calls, meetings, tasks, and more.
• Quick preview and quick edit options for record details

Special Instructions

• Please perform Repair and Rebuild after installation.

Version 2.5.1 (Available: 06/06/2023)

Release Notes:

• Made compatible with Sugar 13.0

Compatibility:

• Version 12.1-12.3, 13.0 (on-demand and on-premise)

Features and Improvements

• Kanban view for SugarCRM records with expandable cards for at-a-glance view
• Supports various modules such as Contacts, Accounts, Leads, and Opportunities
• Cards personalization so the user can see the data they want
• Drag and drop to change details such as sales stages or assignees, or to mark a successful or failed state such as closing an opportunity as won or lost.
• Quick Activities buttons on the cards to create related calls, meetings, tasks, and more.
• Quick preview and quick edit options for record details

Special Instructions

• Please perform Repair and Rebuild after installation.

Version 2.5.0 (Available: 02/14/2023)

Compatibility:

• Version 11.3 (on-premise)
• Version 12.0.* (on-demand and on-premise)
• Version 12.1, 12.2, 12.3 (on-demand)

Features and Improvements

• Kanban view for SugarCRM records with expandable cards for at-a-glance view
• Supports various modules such as Contacts, Accounts, Leads, and Opportunities
• Cards personalization so the user can see the data they want
• Drag and drop to change details such as sales stages or assignees, or to mark a successful or failed state such as closing an opportunity as won or lost.
• Quick Activities buttons on the cards to create related calls, meetings, tasks, and more.
• Quick preview and quick edit options for record details

Special Instructions

Please perform Repair and Rebuild after installation.

Version 1.0.3 (Available: 04/21/2020)

Compatibility:

• 8.x.x - 10.0.x

New Features:

• RT SugarBoards demo is displayed upon installation
• Each Column Header contains the total number of records in it (from the total records displayed)
• RT SugarBoards now supports all sidecar modules
• Users can personalize Tabs in RT SugarBoards according to their preference
• Users can personalize Success/Failure stages in RT SugarBoards
• Users can switch to the Per User Pricing plan
• Users can configure RT SugarBoards for any Module within the RT SugarBoards view of the Module

Improvements:

• The dates on cards are now formatted according to the Date Format user has saved in settings
• The Show More belt is excluded from the Body of RT SugarBoards
• Card Preview is toggled on clicking preview (eye) icon
• Show more option appears for the secondary information in a card
• RT SugarBoards configuration page view has been updated to be more user friendly
• User-friendly error messages have been added
• The Card shadow is of the same size as the card and lighter in the shade when dragged (collapsed or expanded)
• A success or failure box appears if either stage is filled
• Step 2 in RT SugarBoards configuration page is expanded and collapsed for a regular user and admin user respectively

Non-functional Improvements:

• Code for ACLs checking is improved
• Cached photos are being used instead of making a new call every time
• Structural improvements

Limitations:

• User cannot add a Tab based on a read-only field
• If new users have been added in the license key, the key has to be revalidated with new users enabled

Fixes:

• Types are being properly displayed in Target Lists' cards
• If no column is available in a Tab then all cards would fall in an Unassigned column
• Create button in RT SugarBoards view in Reports module is working fine now
• When a Success or a Failure stage is updated their columns are hidden from the Board view
• The time format for last modified is updated
• Card and column widths have been fixed
• Cards labels have been spaced properly to not overlap other information on the card
• The footer of card shows 'Ns ago' where N is the number of seconds
• The Lead card remain on its position if Conversion is Canceled
• The Priority Color Labels for Cases and Leads Modules have been are readable now
• The Leads Card and Cases Card droppable in Success/Failure boxes when in Recycled Column and Duplicate Column respectively
• Success and Failure Stages are appearing on all Group By tabs
• The Edit Drawer is containing all of the record's information
• The columns are updated if the success and failure stages are changed
• Upon edit, the card shows updated data
• The progress bar on the installation page is completely green now
• The Assigned User Picture/Initials are being displayed on the card
• The label of the card is updated when dragged to another column
• RT SugarBoards page rendering issue on Firefox browser is resolved
• The hidden columns are not being shown when Show More is clicked
• The Success and Failure Stages only appearing in their designated Group By Tabs
• The 'To' field in the Compose Email form is linked to the Card whose icon is clicked
• The headers for module accordions at configuration page are internationalized
• The card values are being changed after drag & drop on some (relate field) tabs
• On updating success/failure stages or adding a new group tab, the board is refreshed automatically

Version 1.0.2 (Available: 12/12/19)

Compatibility:

• 8.x.x - 9.2.x

Changes in this release:

• Clear Browser Cache Alert appears on first use of RT SugarBoards
• Bug Resolved: Welcome alert used to disappear instantly

Version 1.0.1 (Available: 11/26/19)

Compatibility:

• 8.x.x - 9.2.x

Features:

• Kanban board containing columns and cards
• Status change of record on drag and drop
• Default SugarCRM filter integration
• Activity buttons on the card
• A color label on the card
• Time since modified info on the card
• Assigned user initials or photo on the card
• Link to edit view of record on the card
• Success/Failure Stage drop area
• Link for detail preview of record on the card
• Kanban card should be collapsible
• Edit form should open in a drawer
• Column summary (e.g total opp. amount) shown below the top header
• Column grouping based on different fields of the module
• A favorite icon on the card

Known Issues:

• View Render Failed error

Solution: Clear your browser cache and hard reload the webpage.

Version 1.0 (Available: 11/11/19)

Compatibility:

• 8.x.x - 9.2.x

Scope:

• Data is important, and the way it is utilized is even more important. You can have a great database that is organized and well maintained, but if you can’t find the right data at the right time then there’s no point in this.
• With a Kanban view, you can quickly be on top of all your data within a glance!

Features:

• Kanban board containing columns and cards
• Status change of record on drag and drop
• Default SugarCRM filter integration
• Activity buttons on the card
• A color label on the card
• Time since modified info on the card
• Assigned user initials or photo on the card
• Link to edit view of record on the card
• Success/Failure Stage drop area
• Link for detail preview of record on the card
• Kanban card should be collapsible
• Edit form should open in a drawer
• Column summary (e.g total opp. amount) shown below the top header
• Column grouping based on different fields of the module
• A favorite icon on the card

Known Issues:

• The Unassigned Column does not disappears when the card is dragged out of it. The user has to Refresh the Collection
• The Card does not updates the Assigned Users' Avatars on Drag and Drop. The user has to Refresh the Collection for it
• The changes from the Edit Form will not be reflected untill the collection is refreshed