Defining indicators displayed in column headers of pipelines

The CRM_INDIC_KANBAN management rule allows you to define indicators displayed in the columns headers from the Pipeline menu of the CRM module.

When the management rule is enabled, information displayed in the kanban headers are the one defined in the management rule. If the management rule is disabled, no additional information is displayed.

Fields that can be displayed are:

  • MONTANT_RECURRENT ;
  • NOMBRE_DE_JOURS ;
  • NOMBRE_OPPORTUNITES.

Specify the following parameters in the management rule:

Field Description
Indicator 1

Specify the code of the first field to display on the right of the header.

By default, the field displayed is MONTANT_RECURRENT.

Indicator 2

Specify the code of the second field to display on the right of the header.

By default, the field displayed is NOMBRE_DE_JOURS.

Indicator 3

Specify the code of the third field to display on the right of the header.

By default, the field displayed is NOMBRE_OPPORTUNITES.