MTS History Summary
✓ By Mien Trung Soft · Official MTS plugin
MOD-007 · SuiteCRM 7 & SuiteCRM 8
Unlimited Users
Standard License
Save 15%
$254 one-time
Store list: $299
✓ 15% Direct Discount applied automatically
Overview
Features
Documentation
Changelog
FAQ
High-Level Executive Summary Widget for Recent Customer Interactions
Get an instant snapshot of last contact date, recent meetings, open tasks, and communication frequency on Accounts and Contacts.
Why Choose MTS History Summary?
- Pre-meeting briefing in under 5 seconds with an aggregated interaction score and summary card.
- Displays ‘Last Contacted Date’ and ‘Next Scheduled Activity’ automatically.
- Identifies stale leads and neglected client accounts before they churn.
- Embeds cleanly at the top of detail views or in the SuiteCRM 8 sidebar.
Key Capabilities & Features
- Interaction Summary Card: Displays total calls, emails sent, meetings held, and pending tasks in one neat panel.
- Last Touchpoint Timestamp: Calculates and highlights the exact date and user of the last interaction.
- Activity Health Indicator: Visual color bar showing if an account is Active, Slipping, or Inactive.
- Custom Module Tracking: Include custom audit events and custom activity modules in the summary tally.
Popular Business Use Cases
- Account executives preparing for client check-ins with quick touchpoint summaries.
- Sales managers monitoring rep engagement frequency on key accounts.
- Customer success reps tracking onboarding call cadences.
Enterprise Grade & Upgrade-Safe: Built strictly following SuiteCRM architecture standards. All modifications are stored safely in upgrade-resistant directories, ensuring smooth transitions across CRM version updates.
📸 Visual Walkthrough & Interface Preview
Take a visual tour of MTS History Summary features, intuitive layouts, and configuration options inside SuiteCRM:
Feature Breakdown for MTS History Summary
Explore the core functionality, productivity tools, and administrative capabilities included with this plugin.
Interaction Summary Card
Displays total calls, emails sent, meetings held, and pending tasks in one neat panel.Last Touchpoint Timestamp
Calculates and highlights the exact date and user of the last interaction.Activity Health Indicator
Visual color bar showing if an account is Active, Slipping, or Inactive.Custom Module Tracking
Include custom audit events and custom activity modules in the summary tally.MTS History Summary - Documentation & Setup Guide
1. Prerequisites & System Requirements
- CRM Compatibility: SuiteCRM 7.10 - 7.14 and SuiteCRM 8.0 - 8.7+
- PHP Version: PHP 7.4, 8.0, 8.1, 8.2, or 8.3
- Database: MySQL 5.7+ / MariaDB 10.3+
- Admin Privileges: Full SuiteCRM Administrator account required for installation.
2. Installation via Module Loader
- Download the installation package (
mts-history-summary.zip) from your Mien Trung Soft account. - Log in to your SuiteCRM dashboard as an Administrator.
- Navigate to Admin > Module Loader.
- Under Upload Installation Package, click Choose File and select
mts-history-summary.zip. - Click Upload.
- Once uploaded, locate the module in the list and click Install.
- Review and accept the license terms, then click Commit.
- After installation completes, navigate to Admin > Repair and run Quick Repair and Rebuild.
3. Configuration & Administration
Go to Admin > MTS History Summary to set inactive threshold days (e.g. 30 days) and select target modules. Configure user role permissions under Admin > Role Management if you wish to restrict module access to specific teams or security groups.4. Troubleshooting & Support
- Assets not loading? Run Quick Repair and Rebuild and clear your browser cache (Ctrl+F5 or Cmd+Shift+R).
- Permission issues? Ensure correct file permissions on your SuiteCRM server (
chmod -R 755 custom/ modules/). - Need technical assistance? Contact our dedicated support team via your Mien Trung Soft portal or email us with your CRM error logs.
v3.2.0Full compatibility optimization for SuiteCRM 8.7+ and PHP 8.2/8.3 runtime environments.
v3.0.0Major architecture refactor, enhanced security checks, and improved asynchronous performance.
v2.5.0Added advanced filtering options, bug fixes, and improved multi-language support.
v1.0.0Initial commercial stable release.
Is MTS History Summary compatible with SuiteCRM 7 and 8?
Yes, MTS History Summary is thoroughly tested and optimized for SuiteCRM 7 and 8 across both Apache and Nginx web server environments.
Does this plugin modify core SuiteCRM files?
No. All Mien Trung Soft plugins are 100% upgrade-safe. They reside strictly in custom directories and use standard extension points, so your changes will survive future SuiteCRM version updates.
Can I install this on development or staging instances?
Yes. Every license includes authorization for one production instance plus unlimited local, development, and staging test servers.
What is included with technical support?
All licenses include access to product updates, bug fixes, version compatibility patches, and direct email assistance from our senior SuiteCRM developers.
How do I receive plugin updates?
When a new version is released, you can download the update package from your Mien Trung Soft account dashboard and upgrade seamlessly through Module Loader without losing your settings.
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Email: anhnhatuit@gmail.com
WhatsApp: +84 97 313 1884
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