This solution reduces unnecessary and time consuming double data entry by making it simple to copy over data from one record to another related record. To really understand what you can do with it I recommend checking out the Full User Guide.
Highlevel Overview
Related Record Creator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact information or address.
Pull Data Over
Highlighted Features
- Adds a new Action link under a module's button options to create related records based on the Record Creator Settings.
- Option to open a “Create record” page on popup or redirect to the related module’s create screen.
- Mapping field management with primary and secondary(related) module.
- User defined link name under more menu in any module.
To learn more about this solution go to Related Record Creator or search for "related record".
-
Error Trap
When errors go unnoticed until reported by users, the issues begin to add up and it's hard to get ahead of correcting them. With the Error Trap plugin, you can capture errors in SuiteCRM and notify users to take action, helping your teams to manage any issues proactively versus reactively.
-
Twilio Call Integration
The Twilio Call Integration helps you make and receive Twilio calls directly from SuiteCRM to your customers. This plugin integrates with modules that contain a phone number field and will conveniently display a clickable call icon on the bottom of every page.
- Show more addons