{"id":76837,"date":"2025-07-17T08:27:00","date_gmt":"2025-07-17T08:27:00","guid":{"rendered":"https:\/\/www.awardspace.com\/?p=76837"},"modified":"2025-07-17T08:27:00","modified_gmt":"2025-07-17T08:27:00","slug":"how-to-add-subpanel-filters-in-suitecrm","status":"publish","type":"post","link":"https:\/\/www.awardspace.com\/kb\/how-to-add-subpanel-filters-in-suitecrm\/","title":{"rendered":"How to Add Subpanel Filters in SuiteCRM"},"content":{"rendered":"<p>SuiteCRM&#8217;s subpanels can be very useful in various situations, such as showing related records (like contacts under an account). However, as your database grows, so does the scrolling time through unfiltered subpanels. Fortunately, you can add filters to subpanels, so you can quickly find the most relevant related records.<\/p>\n<p>In this article, we share how to add subpanel filters in SuiteCRM.<\/p>\n<p>&nbsp;<\/p>\n<h2>What is a Subpanel Filter in SuiteCRM<\/h2>\n<p>In SuiteCRM, a subpanel filter allows you to narrow down the list of records, so you can work with only what you need at a certain moment. Such an approach allows you to:<\/p>\n<ul>\n<li>Work with only open tasks under a given contact.<\/li>\n<li>Work with only approved quotes under an account.<\/li>\n<li>Filter various data over a 30-day period or other specified periods.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2>How to Add Subpanel Filters in SuiteCRM<\/h2>\n<p>The process is simple and requires only a few minutes of your time, with just a few clicks here and there.<\/p>\n<p>First, <a href=\"\/kb\/how-to-log-in-to-suitecrm\/\" target=\"_blank\" rel=\"noopener\">log in to SuiteCRM<\/a>.<\/p>\n<p>Then, locate the main navigation bar at the top of the page:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-76882\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/1-how-to-add-subpanel-filters-in-suitecrm-navigation-menu.jpg\" alt=\"Locate the navigation menu in SuiteCRM\" width=\"1000\" height=\"207\" srcset=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/1-how-to-add-subpanel-filters-in-suitecrm-navigation-menu.jpg 1000w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/1-how-to-add-subpanel-filters-in-suitecrm-navigation-menu-980x203.jpg 980w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/1-how-to-add-subpanel-filters-in-suitecrm-navigation-menu-480x99.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once you notice the navigation bar, click the name of the module you wish to open. For example:<\/p>\n<ul>\n<li>Click <strong>&#8220;Accounts&#8221; <\/strong>to view\u00a0all companies and customers.<\/li>\n<li>Click <strong>Contacts<\/strong> to see all people linked to these accounts.<\/li>\n<li>Click <strong>Cases\u00a0<\/strong>to manage support issues.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>After you click a given module, you will see a list of records. Click any name to open the full record. In our case, we clicked on <strong>Accounts<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-76883\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/2-how-to-add-subpanel-filters-in-suitecrm-select-account.jpg\" alt=\"Records in SuiteCRM \" width=\"1000\" height=\"237\" srcset=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/2-how-to-add-subpanel-filters-in-suitecrm-select-account.jpg 1000w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/2-how-to-add-subpanel-filters-in-suitecrm-select-account-980x232.jpg 980w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/2-how-to-add-subpanel-filters-in-suitecrm-select-account-480x114.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once you click on a given name, you will enter the detailed view page:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-76884\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/3-how-to-add-subpanel-filters-in-suitecrm-detailed-panel-view.jpg\" alt=\"Detailed Module View\" width=\"1000\" height=\"360\" srcset=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/3-how-to-add-subpanel-filters-in-suitecrm-detailed-panel-view.jpg 1000w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/3-how-to-add-subpanel-filters-in-suitecrm-detailed-panel-view-980x353.jpg 980w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/3-how-to-add-subpanel-filters-in-suitecrm-detailed-panel-view-480x173.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once in the detailed view page, have a look for a small <strong>Relationships<\/strong> section somewhere at the bottom of the screen:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-76885\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/4-how-to-add-subpanel-filters-in-suitecrm-relationships-panel.jpg\" alt=\"Relationships panel in SuiteCRM\" width=\"1000\" height=\"283\" srcset=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/4-how-to-add-subpanel-filters-in-suitecrm-relationships-panel.jpg 1000w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/4-how-to-add-subpanel-filters-in-suitecrm-relationships-panel-980x277.jpg 980w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/4-how-to-add-subpanel-filters-in-suitecrm-relationships-panel-480x136.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once you notice this section, head to the right of the screen and click the small arrow that points downwards. Click it:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-76886\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/5-how-to-add-subpanel-filters-in-suitecrm-expand-arrow.jpg\" alt=\"Expand the Relationships panel by clicking the arrow button\" width=\"1000\" height=\"304\" srcset=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/5-how-to-add-subpanel-filters-in-suitecrm-expand-arrow.jpg 1000w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/5-how-to-add-subpanel-filters-in-suitecrm-expand-arrow-980x298.jpg 980w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/5-how-to-add-subpanel-filters-in-suitecrm-expand-arrow-480x146.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once you click it, more subpanels (relationships) will appear. To filter out the ones you wish to work with, simply click on them, and SuteCRM will display a larger panel with each subpanel:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-76889\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/8-how-to-add-subpanel-filters-in-suitecrm-relationships-list.jpg\" alt=\"Browse the relationships in SuiteCRM\" width=\"1000\" height=\"379\" srcset=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/8-how-to-add-subpanel-filters-in-suitecrm-relationships-list.jpg 1000w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/8-how-to-add-subpanel-filters-in-suitecrm-relationships-list-980x371.jpg 980w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/8-how-to-add-subpanel-filters-in-suitecrm-relationships-list-480x182.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-76887\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/6-how-to-add-subpanel-filters-in-suitecrm-filter-panels.jpg\" alt=\"Expand modules in SuiteCRM\" width=\"1000\" height=\"441\" srcset=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/6-how-to-add-subpanel-filters-in-suitecrm-filter-panels.jpg 1000w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/6-how-to-add-subpanel-filters-in-suitecrm-filter-panels-980x432.jpg 980w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/6-how-to-add-subpanel-filters-in-suitecrm-filter-panels-480x212.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Then, you can close the <strong>Relationships<\/strong> panel, so you can work with the filtered panels:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-76888\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/7-how-to-add-subpanel-filters-in-suitecrm-hide-relationship-panel.jpg\" alt=\"Close the Relationships modules\" width=\"1000\" height=\"387\" srcset=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/7-how-to-add-subpanel-filters-in-suitecrm-hide-relationship-panel.jpg 1000w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/7-how-to-add-subpanel-filters-in-suitecrm-hide-relationship-panel-980x379.jpg 980w, https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/07\/7-how-to-add-subpanel-filters-in-suitecrm-hide-relationship-panel-480x186.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SuiteCRM&#8217;s subpanels can be very useful in various situations, such as showing related records (like contacts under an account). However, as your database grows, so does the scrolling time through unfiltered subpanels. Fortunately, you can add filters to subpanels, so you can quickly find the most relevant related records. In this article, we share how [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[243],"tags":[],"class_list":["post-76837","post","type-post","status-publish","format-standard","hentry","category-suitecrm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Add Subpanel Filters in SuiteCRM - AwardSpace.com<\/title>\n<meta name=\"description\" content=\"Learn how to add subpanel filters in SuiteCRM with our simple guide for beginners to customise records and improve efficiency\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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