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.
#4017 - The Record Creator isn't added to Actions
Hi, I downloaded the trial for this plug-in in our Credge playground environment. The Record Creators I'm adding aren't displayed on Actions on the Primary Module. For example, I added a Record Creator from contacts to leads, but it's not shown on Actions in Contacts. Screenshots attached.
Thanks, Moran
afcmasteruser
2 years ago
The images aren't managed to be attached, can you contact me on moran.sagi@solaredge.com?
2 years ago
Hello Credge,
Can you please share the Image on "techsupport@varianceinfotech.com".
is it possible for you to share your CRM Credentials and FTP Details where you hosted your CRM?
If yes then please share that information as well. So we'll check it from our end and you will get quick solution.
Regards, Variance Infotech PVT LTD
2 years ago
Hi, I sent an email to "techsupport@varianceinfotech.com". Thanks.
2 years ago
Hello Credge,
We have received your email and also Techsupport responded on same email.
Regards, Variance Infotech PVT LTD
2 years ago
Hi, I didn't receive a response. We can’t share the CRM Credentials and FTP Details, Is there another way to fix it?
2 years ago
Hello Credge,
We have already respond your email on Monday.
See Screenshot : http://prntscr.com/23yul6y
Can you please confirm you have received email or not.
Regards, Variance Infotech PVT LTD
a year ago
Hello
Thanks for your valuable support and being our customer. As per our last discussion related to ticket, hope you've received satisfied answer from our support team. For now, We're closing the ticket but if you've any questions or concern feel free to email us on techsupport@varianceinfotech.com or reply to the same ticket.
Regards,
Support Team Variance InfoTech Pvt Ltd