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How to update related records when updating a record in Vtiger CRM
- Arjun K
- 2 min read
Introduction
Keeping your Vtiger CRM data consistent and up-to-date is crucial for efficient workflow management. In Vtiger CRM, often changes in one record may require corresponding updates in related records to ensure data integrity and accurate reporting. This guide explains how to update related records when updating a record in Vtiger CRM, with step-by-step instructions and best practices.
Why Updating Related Records Matters
In Vtiger CRM, modules such as Contacts, Accounts, Deals, and Invoices are interconnected. For example:
- Changing the status of a Deal might require updating related Invoices.
- Updating an Account address should reflect in all related Contacts.
Failing to update related records can lead to:
- Duplicate or inconsistent data
- Incorrect reporting and analytics
- Miscommunication within teams
By automating or correctly managing related records, your CRM remains reliable and actionable.
What Is the Related Record Update Extension?
The Related Record Update Extension allows you to automate the process of updating related records across different modules in your Vtiger CRM. For instance, if a contact’s address changes, the related organization’s address can be updated automatically. This extension supports both standard and custom fields, enhancing data integrity and reducing manual errors.
Key Features
- Automated Updates: Automatically update related records when a primary record is modified.
- Custom Field Support: Supports both standard and custom fields across modules.
- Workflow Integration: Integrates seamlessly with Vtiger’s workflow automation.
- Background Processing: Performs updates in the background, ensuring smooth user experience.
Module Compatibility: Compatible with all standard and custom Vtiger modules.
How to Set Up the Extension
Step 1: Install the Extension
Begin by purchasing and installing the Joobilant Related Record Update Extension in your Vtiger CRM instance.
Step 2: Create a New Workflow
- Navigate to Settings → Automation → Workflows.
- Click on + Add Workflow.
- Select the module you want to monitor for updates (e.g., Contacts).
- Define the trigger conditions (e.g., “On Record Update”).
Step 3: Add the Related Record Update Action
- In the workflow editor, click on Add Action.
- Select JB Related Record Update from the list of available actions.
- Map the fields from the source module (e.g., Contact) to the target module (e.g., Organization) as needed.
Save the workflow.
Step 4: Test the Workflow
Make a change in the source record (e.g., update the address in a Contact record). The related records (e.g., Organization) should automatically reflect the changes.
Conclusion
The Joobilant Related Record Update Extension for Vtiger CRM streamlines the process of maintaining data consistency across related records. Automating updates reduces manual errors, saves time, and enhances the overall efficiency of your CRM operations.
Recommended Plugin
Vtiger Related Record Update
Enhance your CRM efficiency with Joobilant Vtiger Related Record Update
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