Description
The data consistency across related records is essential for maintaining accuracy in CRM data management. The Vtiger Related Record Update Extension is a tool that allows automated updates of related records across different modules in your CRM. For example, ‘’when you are updating an organization’s record, it automatically reflects in the related contact’s record’’. So it saves time and it can avoid manual data entry. With this extension, you can remove data entry errors, improve data integrity, and a more approach to managing your CRM.
Whether you’re updating contact details or sharing financial data across accounts (such as billing and financial information), Vtiger’s Related Record Update Extension allows you to automate these changes easily between related records. So it can also ensure accuracy for accounting and finance teams.