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.
Installation Guide
Steps For Installing Related Record Creator Plugin:
Notes: Before installing Related Record Creator Plugin, please take your SuiteCRM and Database backup first.
Step 1
To open the Administration Page,Click on Admin tab, as shown in the below screenshot.
Step 2
To install Related Record Creator plugin, Open the Administration Page, Click on Module Loader from the Developer Tools section.
Step 3
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).
Step 4
In Module Loader page → Click on INSTALL button to install Related Record Creator plugin.
Step 5
To accept Terms and Conditions, click on Accept radio button → Click on COMMIT button.
Step 6
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.
Step 7
Open Administration page, Click on Repair from the System section → Click on Quick Repair and Rebuild.
Step 8
After Installation you can see link “Related Record Creator” on Administration page, as shown in the below screenshot.
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