MTS Related Record Preview
Instant Hover Preview & Quick View Popups for Linked SuiteCRM Records
Peek at contact details, account notes, or deal stages simply by hovering over links without leaving your current screen.
Why Choose MTS Related Record Preview?
- Save hundreds of daily clicks by previewing records on hover.
- Customizable preview cards showing the exact fields you need.
- Supports List Views, Subpanels, Dashlets, and Detail Views.
- Inline quick actions (call, email, edit) directly inside the hover card.
Key Capabilities & Features
- Instant Hover Modal: Smooth, non-intrusive popup appears when hovering over any record link.
- Custom Field Layouts: Configure which fields display on preview cards for each module via Studio-like settings.
- Quick Action Buttons: Click to call, send email, or edit directly from the preview card.
- Delay & Trigger Sensitivity: Adjust hover delay (ms) to avoid accidental triggers while scrolling.
Popular Business Use Cases
- Hovering over an Account name in a Lead list to see company size and address instantly.
- Inspecting recent support case notes from an Opportunity subpanel.
- Quickly reviewing contact phone numbers while drafting email replies.
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 Related Record Preview features, intuitive layouts, and configuration options inside SuiteCRM:
Feature Breakdown for MTS Related Record Preview
Explore the core functionality, productivity tools, and administrative capabilities included with this plugin.
Instant Hover Modal
Smooth, non-intrusive popup appears when hovering over any record link.
Custom Field Layouts
Configure which fields display on preview cards for each module via Studio-like settings.
Quick Action Buttons
Click to call, send email, or edit directly from the preview card.
Delay & Trigger Sensitivity
Adjust hover delay (ms) to avoid accidental triggers while scrolling.
MTS Related Record Preview - 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-related-record-preview.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-related-record-preview.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
Navigate to Admin > MTS Related Record Preview. Select modules and choose which fields to display in hover cards.
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.
Is MTS Related Record Preview compatible with SuiteCRM 7 and 8?
Does this plugin modify core SuiteCRM files?
Can I install this on development or staging instances?
What is included with technical support?
How do I receive plugin updates?
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