Kanban View for Vtiger CRM

Drag & Drop functionality makes your Vtiger more transparent.

The Kanban View displays records in movable cards with option to change value from one into the other

Kanban View Features

  • Show your ListView in KanbanView
  • Drag and Drop to update
  • Supports Standard as well as Custom filters
  • Header fields are displayed
  • Module Manager Compatible
  • Compatible with all standard and custom Modules
  • Available for Vtiger 7 (Vtiger 6 available soon)

Make your Vtiger more transparent
with Kanban View

How to use Kanban View

Installation

Installation is simply and standard via Module manager.

  • After payment please download .zip file from our eshop
  • Open Module manager
  • Import and install .zip file
  • That’s all

How to allow Kanban View for module

  • In CRM Settings under Other Settings please choose Kanban View 4 You
  • Select the module you want
  • Select picklist field that you want to update by Kanban View
  • Assign values of picklist that you want to show in Kanban View
  • Save it
  • Now, Kanban View is allowed for your module

How to open Kanban View and how it works

  • Open ListView of your module
  • In More options select Kanban View
  • Kanban View is displayed
  • Now, you can Drag and Drop your records across selected values

How to add new field into Kanban View

  • In CRM Settings under Module Management please choose Module Layouts & Fields
  • Find your module
  • Find your field and mark it like Header


Try our extensions on our demos

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