One feature I use daily that is often overlooked is the Tile View. Tile View is available in the Cases, Tasks, Leads, and Opportunities modules for Sugar Sell, Serve, and Enterprise. I personally use Tasks the most, and I like that the Tile View allows me to easily update the status of my Tasks with quick drag-and-drop functionality. Depending on the module and layout, the fields you can update using the Tile View will vary.
To select Tile View in your Module List View, click on the following icon:
Your List View will then update to reflect the Tile View:
From here you can quickly and easily drag your tile from one column to another to change the Status.
For quick updates, this helps me to optimize my time and save clicks.
Here's a quick reference list for the modules & versions of Sugar Tile View is currently available in:
Sugar Cloud
| Release | Edition | Modules |
| 9.1 |
|
|
| 10.0 |
|
|
On Prem
| Release | Edition | Modules |
| 10.0 |
|
|