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".
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Advanced Audit log
The Advanced Audit Log add-on goes beyond standard SuiteCRM auditing, enabling you to audit field values as well as the relationship log or history. This solution delivers more complete information, from field history tracking to relational data changes, plus an option to export the audit log.
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Progress Bar
Give your team an upfront glance of where leads are in the sales cycle. The Progress Bar add-on prominently displays a quick overview that highlights the current stage of each record, and it can be configured with any SuiteCRM module.
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