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Kanban Board
What’s New!
Installation
Getting Started
Configuration
Features
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Lead Assignment and Distribution Automation
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What’s New!
Version 9.0.0.7
Features
Ability to view aggregate field value of records
Support to sort records at global level
Version 9.0.0.3 - 2021-01-23
Features
Ability to pin Business Process Flows for Global or Personal use
Version 9.0.0.2 - 2020-09-28
Features
Row Collapsed Property to
expand/collapse
rows in Kanban Board
Toggle
all cards in a particular Row group for easy view
Added support for paging
Version 9.0.0.1 - 2020-06-01
Features
Kanban Board presents the selected View in a
Kanban view
for quick access and easy understanding and classification of the data in the view
Kanban view of records as per
Business Process Flow
Group records in
Row
based on selected field value
Supports moving the records around from one lane to another with a quick
drag and drop
action
Quick access to important information in a
compact card view
Define
quick activity actions
for the records
Works in
context of the native CRM
environment and responds to all native ribbon actions available for traditional views
Support for search through native
quick search
available for views in CRM
Records in the lanes can be sorted. It also supports
filtering of the data
in the view by ‘CreatedOn’ date
Control can be configured in
Web, Mobile
and Tablet
for unified experience
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Contents
Version 9.0.0.7
Features
Version 9.0.0.3 - 2021-01-23
Features
Version 9.0.0.2 - 2020-09-28
Features
Version 9.0.0.1 - 2020-06-01
Features