OpenCRM Product Updates

Stay in the know about new features and enhancements in OpenCRM

Aug 25

Kanban Boards on Quotes, Sales Orders and Invoices

OpenCRM Online
• August 22, 2025

We have extended the Board View feature to the Quotes, Sales Orders and Invoices modules.

This means that in addition to viewing records in the standard List View format, you can now choose to view Views as a Kanban-style Board. What's more, you can drag and drop single or multiple records from one column to another. Any workflow, etc., associated with status changes will work accordingly.