RecordCreator 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.
Steps For Installing Related Record Creator Plugin:
Notes: Before installing Related Record Creator Plugin, please take your SuiteCRM and Database backup first.
To open the Administration Page,Click on Admin tab, as shown in the below screenshot.
To install Related Record Creator plugin, Open the Administration Page, Click on Module Loader from the Developer Tools section.
In Module Loader Page → Click on Browse button to select zip file → Click on UPLOAD button to upload the Related Record Creator plugin(zip file).
In Module Loader page → Click on INSTALL button to install Related Record Creator plugin.
To accept Terms and Conditions, click on Accept radio button → Click on COMMIT button.
After successful installation → it redirects you to validate License Key → enter valid License Key and click on VALIDATE button → if key is valid then it will show CONTINUE button → click on CONTINUE button.
Open Administration page, Click on Repair from the System section → Click on Quick Repair and Rebuild.
After Installation you can see link “Related Record Creator” on Administration page, as shown in the below screenshot.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Auto Populate Fields
Need to auto populate value based on the value of related field? For this requirement Auto Populate is the perfect solution. The advanced configuration tools allow you to clearly define what should happen whenever a related field value changes.