Upsert® Focused Views

SugarCRM Plug-in by Upsert, LLC

Enhance Your User Experience

Are you tired of sifting through cluttered record views with multiple dashboards and subpanels that aren't relevant to you? With Upsert® Focused Views, you can specify the exact subpanels and dashlets that go along with the different tabs that you have set up in the record view.

Upsert® Focused Views

When clicking a tab, the subpanel list and intelligence pane will display the insights you deem most meaningful for that user, team, or role. Providing these filtered views makes it easier than ever for your users to find the insights they need without distractions and scrolling.

Key Benefits

Limitless Configuration Options

Align unique sets of dashboards and subpanels with a single tab for different teams, roles, and users. Create a Marketing tab on the record view and set it to show only related Leads and Campaigns in the subpanels. Create an Accounting tab that just shows related Quotes and Contracts below the record. Or set up a Sales tab that focuses on sales-related data like the Active Subscriptions dashlet and related opportunities.

Filtered Views Made Easy

Set up custom filters for each record view tab, ensuring you only see the information that's relevant to you or your current task. No more tedious scrolling or hunting for the pertinent data.

Simple Setup, Powerful Results

Create, organize, and customize record views for each module to suit your workflow. It's time to take full control of your Sugar experience!

System Requirements

Upsert® Focused Views is compatible with:

  • Sugar Sell (all Editions, Serve, Enterprise, and Professional products
  • Versions 12.0 and higher
  • Hosted in SugarCloud or on-site

Looking for Something Specific?

We regularly update our plugins with features requested by customers like you. Just let us know what you need to succeed!

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