Vtiger Related Record Update

Automatically Updating parent records with related records across different modules in Vtiger CRM.
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$99.00
(No Recurring Payments)
  • 100% Vtiger Coding Standard
  • 90 days free support
  • 30 days money back guarantee
  • Works with all Vtiger 7 and 8 versions
Features

Automated Updates of Related Records

It can update parent records with related records across different modules in your Vtiger CRM . For example: if an Organization's address changes, the related Contact record also be updated automatically without manual data entry.

Data Consistency Across Modules

Through automatic update, Related record updates can maintain data consistency and accuracy between related records in Vtiger CRM.

Customizable Field Mapping

Users can choose specific fields from the source module that will automatically update in related modules.

Support for Standard and Custom Fields

The extension supports both standard and custom fields in Vtiger. It gives users flexibility in which data points to update between related records.

Error Reduction and Improved Data Integrity

By removal of manual data entry, it helps to reduce data errors, keeps data integrity and ensures a helpful CRM system.

Real-Time Data Reflection

Any changes made to parent records (e.g., organization details) are instantly reflected in all related records, It provides teams with real-time access. So it helps to get the latest information without manual data entry.

Enhanced Customer Experience

Related record updates can provide the up to date information to the customers across all related records. So this helps teams to deliver a great customer experience.

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.

 

 

1.VTiger CRM Related Record Update (Workflow)

2. User Guide : Related Record Update

No technical information available.