Reassign Related Records is a SuiteCRM add-on that automatically transfers ownership of all related records when a parent record gets reassigned to another user. New users can take over and more easily communicate with a customer or make decisions based on previous activities.
Installation Guide
Installing the Add-on
1. Install Collaboration Package
- Download the installable zip from your purchases.
- Using Module Loader in the Admin section upload the module and install.
Once the add-on is installed successfully go to Admin -> Reassign Related Records settings
2. Configure license
Enter your license key and validate it.
Now you are all set to configure Reassign Related Records add-on. Here is the Admin Guide
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"Very useful add on that comes with very good support from Urdhva. I Would recommend this to Suite CRM users. Saves a lot of time especially if you hav..." - Gayathree_DataTracks
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