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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#4017 - The Record Creator isn't added to Actions

In Progress Bug? created by Credge a year ago

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

  1. Credge member avatar

    Credge

    a year ago

    The images aren't managed to be attached, can you contact me on moran.sagi@solaredge.com?

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year 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. Credge member avatar

    Credge

    a year ago

    Hi, I sent an email to "techsupport@varianceinfotech.com". Thanks.

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year ago

      Hello Credge,

      We have received your email and also Techsupport responded on same email.

      Regards, Variance Infotech PVT LTD

  3. Credge member avatar

    Credge

    a year 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?

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year 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

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