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.
#5833 - Need a refund - not what we need
Hello, Could you please let me know how to arrange a refund - we bought this and installed it succcessfully but have discovered that it is not what we need at all, we had misunderstood - we need a mass re-assignment tool for when there is a change of staff. Please let me know how to arrange the refund within 30 days? Thank you!
-
"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
Read More Reviews
- Most Recent Love from Users
Lion Solution- Gayathree_DataTracks
3 days ago
Thank you for using our add-on. Yes, this add-on is specifically designed to assign child records when the parent record’s assignment changes. Since you are looking for a mass reassignment tool for staff changes, that functionality would require a customization. For example, we could automate a background mass reassignment whenever a user becomes Inactive, but that would not be part of this add-on. If you have any further queries, you may contact us at contact@urdhva-tech.com
Regarding the refund: Please submit a refund request through the store’s Contact Us form here: Contact us
Thanks & Regards, Team Urdhva Tech