Client summary
Client summary is a Bitrix24 (Alaio) custom field: it shows client statistics right in the CRM record — active, won and lost deals with amounts and last-close dates, leads in progress and paid invoices. Everything is computed server-side, either with the current employee rights or on behalf of the app installer.
Client deals, leads and invoices at a glance right in the record: how many are in progress, won and lost, for what amounts and when the latest one closed.
Field settings
| Parameter | Required? |
|---|---|
| Summarize by | — |
| Calculate on behalf of | — |
| Show deals | — |
| Show leads | — |
| Show invoices | — |
| Show last deal dates | — |