As a VTiger CRM user, you have faced the frustration of entering the same data over and over again when creating related records. Whether it’s entering office phone numbers, addresses, you want to type the same information into multiple modules. This problem leads to inconsistency in your CRM data, increases the chance of errors and wastes your precious time.
The vtiger field auto fill Extension is a powerful productivity tool, eliminating the need for repetitive data entry seamlessly by mapping fields between different modules. One of the most frustrating tasks when using a CRM is to give the same information multiple times across different modules. This Field Mapping for Vtiger CRM solves that issue by automatically filling in fields when you want to update the related records. Whether you’re working with standard or custom fields, this extension works across all modules.
For example : if you have an Organization record with information like contact numbers, addresses, etc. This extension can automatically auto fill out the same details in the related records like Contacts, Opportunities, or Quotes based on your mapping fields from one module to another.
Benefits :
Eliminate Redundant Tasks: By mapping fields from one module to another, the Field Mapping for Vtiger CRM automates data transfer, ensuring information is filled in across all related records without you needing to re-enter it.
Save Time and Boost Productivity: By automating the fields from one module to another, this saves your precious time by the removal of manual data entry. This increases your engagement with customers, analysis of CRM data and enhances overall productivity in business.
Ensure Accuracy: You can reduce the risk of mistakes or inconsistencies in your CRM records using Field Mapping for Vtiger CRM without manual entry. This ensures that all data is accurate and clear.
Practical Use Cases
Create Contacts from Organizations: When you create a Contact from within an Organization, the Field Autofill for VTiger will automatically fill the Phone Number, Address, and any other relevant information in contacts which are similar to the organization. This saves you from retyping those details.
Generate Opportunities and Quotes: When creating Opportunities or Quotes, the extension can auto fill the fields with related records, such as Contact Information or Product Details. This can ensure that all necessary data is updated without manual entry.
Update Customer Information Across Modules: If you update customer information in one module (e.g., updating the Phone Number in the Contact module), Field Mapping for Vtiger CRM automatically auto fills it in any related modules like Organization or Deals .
Conclusion
In conclusion, The Field Mapping for Vtiger CRM Extension is a must have tool for businesses for enhancing overall productivity in business. It reduces the chance for errors, saves time by automating repetitive data entry, and helps to keep consistency across all your records.
Watch Video
Watch the video below to learn how Field Auto-Fill works in Vtiger CRM.
