by Variance InfoTech Pvt Ltd

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.

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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.

Open Administration page, Click on Repair from the System section → Click on Quick Repair and Rebuild.

Step 2

To install Related Record Creator plugin, Open the Administration Page, Click on Module Loader from the Developer Tools section.

module_loader.png

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).

upload.png

Step 4

In Module Loader page → Click on INSTALL button to install Related Record Creator plugin.

install.png

Step 5

To accept Terms and Conditions, click on Accept radio button → Click on COMMIT button.

commit.png

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.

License.png

Step 7

Open Administration page, Click on Repair from the System section → Click on Quick Repair and Rebuild.

I7repair.png

I8Quickrepair.png

Step 8

After Installation you can see link “Related Record Creator” on Administration page, as shown in the below screenshot.

relatedRecordCreat.png

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