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Userguide Field autofill for vtiger

vtiger field autofill Extension for VTiger is a powerful productivity tool, eliminating the need for repetitive data entry seamlessly by mapping fields between different modules. 

Step 1: Accessing Field Autofill for VTiger

  • Login to Vtiger CRM using your credentials.
  • Go to Settings, click on CRM Settings
  • navigate to other Settings and Select JB Field autofill. 

Step 2: Creating a New Field AutoFill Configuration

  • Click on Add New to start a new configuration.
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  • Select the Module and the Reference Field.
  • For example, if you want contact details to autofill based on the organization’s details, select the module as Contact module and Organization Name field as the reference.
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Step 3: Setting Up Field Mapping for Vtiger CRM

 
  • choose the fields from the primary module and related module that should autofill into the related module.
  • You can select multiple fields from here, that will automatically fill across related module records.
  • Click Save to complete the configuration.

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vtiger field autofill

Step 4: Testing Field AutoFill

  • Go to the Menu and select the Contact module.
Field Autofill for VTiger

  • Click on Add Contact to create a new Contact Record.
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  • Select the Organization Name from the dropdown.
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  • A prompt will appear asking if you want to overwrite the record, Click Yes to confirm.
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  • Now, all mapped fields will be updated with the organization’s details.
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In this video, We are going to show you exactly how to set up the Field Autofill for VTiger feature in your CRM.

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Vtiger Extensions Guides