by Variance InfoTech Pvt Ltd

Create a round robin assignment rule in SuiteCRM, so new leads can be automatically distributed in a rotational manner that’s equal for members of your sales team.

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Installation Guide SuiteCRM 8.x

Steps For Installing Round Robin Assignment Plugin

Notes: Before installing Round Robin Assignment Plugin, please take your SuiteCRM and Database backup first.

Step 1

To open the Administration Page, Click on the Admin tab as shown in below screenshot.

admin.png

Step 2

To install Round Robin Assignment plugin, Click on Module Loader from the Developer Tools section.

moduleLoader.png

Step 3

In the Module Loader Page → Click on the Browse Button to select zip file → Click on UPLOAD Button to upload the Round Robin Assignment Plugin(zip file).

upload.png

Step 4

In the Module Loader page → Click on INSTALL Button to install Round Robin Assignment Plugin.

install.png

Step 5

To accept the Terms and Conditions, click on Accept Radio Button → Click on COMMIT Button.

commit.png

Step 6

After successful installation → it's 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 CONTINUE Button.

validate.png

Step 7

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

repair.png

rebuild.png

Step 8

After Installation you can see the link “Round Robin Assignment” on the Administration page as shown in the below screenshot.

admin-link.png

Download Core file Changes for Round Robin Assignment (SuiteCRM-8.0 To 8.2)

Download Core file Changes for Round Robin Assignment (SuiteCRM-8.3)

Download Core file Changes for Round Robin Assignment (SuiteCRM-8.4)

Download Core file Changes for Round Robin Assignment (SuiteCRM-8.5)

Download Core file Changes for Round Robin Assignment (SuiteCRM-8.6)

Download Core file Changes for Round Robin Assignment (SuiteCRM-8.7)

Download Core file Changes for Round Robin Assignment (SuiteCRM-8.8)

Download Core file Changes for Round Robin Assignment (SuiteCRM-8.9)

Note :

  • Before modifying any core files, ensure that you create a complete backup of the original files. This helps prevent data loss or system issues in case something goes wrong.

  • When uninstalling the Round Robin Assignment plugin, ensure that all modifications made to the core files during the installation or configuration process are reverted to their original state.

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