Reassign Related Records

by Urdhva Tech

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.

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#4424 - Contact assignment

Closed General Question created by riccardogaudiosot Verified Purchase 2 years ago

I have set everything up correctly however, the contacts are not assigned to the same user as the accounts. can you help me? thank you

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 years ago

    Thank you for using our add-on. Are you trying to change Accounts assigned to and it is not reflecting to the Contacts as well? You can connect us via Skype as well. Our Skype ID is urdhvatech

    Thanks & Regards, Team Urdhva Tech

  2. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 years ago

    Explained the functionality to customer and now it works as expected.

    Thanks & Regards, Team Urdhva Tech

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  • Supported Versions
  • 7.0.0 to 7.14.4
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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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