'Kanban View' in ERPNext
HTML-код
- Опубликовано: 12 ноя 2024
- ERPNext offers beautiful views that present data with context to users so that they can understand the story behind the data.
'Kanban View' helps users visualise the status of individual tasks and overall status of the project.
You can design the columns as per your needs and configure the cards to show the exact fields you would like to see.
Here is the link to official documentation on Kanban view.
docs.erpnext.c...
For more resources checkout fosserp.com/
How to Edit existing workspaces, modules, doc_type, dashboard ,etc
Check these resources.
1. Workspace: docs.erpnext.com/docs/v13/user/manual/en/customize-erpnext/desk-page#standard-workspace
2. DocType:
docs.erpnext.com/docs/v13/user/manual/en/customize-erpnext/customize-form
3. Dashboard
docs.erpnext.com/docs/v13/user/manual/en/using-erpnext/dashboard
How can we setup Kanban View for CRM?
You can set up the kanban view for specific DocTypes like Lead or Opportunity as shown in this video. You cant sent kanban view for an entire module.