Upsert® Focused Views

What it does

Upsert® Focused Views lets administrators choose which subpanels and dashlets appear on each record view tab. When you select a tab, Sugar shows only the related lists and intelligence pane content that you configured for that user, team, or role. For example, you can create a Marketing tab with Leads and Campaigns, an Accounting tab with Quotes and Contracts, or a Sales tab with opportunities and subscriptions.

At a glance

Type

Commercial SugarAI plugin

Organization

Upsert, LLC

Status

online

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