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Record Creator For vTiger®

Original price was: $149.00.Current price is: $99.00.

RecordCreator helps create records of another module from the parent module with carry-forward data.

For example :
If the user is in the Ticket module and wants to create an invoice from Ticket, then this module helps create a record from the primary module (Ticket) to the secondary module (Invoice).

Version compatibility: up to version 6.x, 7.x

Version 6.x DemoVersion 7.1 Demo

Categories: , , , SKU: ctrecordcreator

Description

Features:

  • Add a link under the “More” button to create records in any modules from Record Creator Settings.

  • Option to open the “Create record” page on the popup or redirect to the secondary module’s create screen with carry forward record.

  • Mapping field management with primary and secondary modules.

  • User-defined link names are under the More menu in any module.

Video

vTiger 6.5

vTiger 7.x

Demo

Click on button for DEMO

Version 6.x DemoVersion 7.x Demo

License

Reviews

  1. Heikki (verified owner)

    Dear CRMTiger

    We have a tonn of custom fields in the Quote module that entries need to go automatically into invoices. For us that would mean lots of manual work when creating an invoice from a quote. Also the risk of making mistakes is high. The Record Creator For vTiger helps imensly. It is just a few easy steps to map one custom field in one module to an other.

    As I am not a IT specialist I had some questions regarding functionality and installation of the module. The CRMTiger guys were super quick in answering and even made a live demo online for me. Very professional and trustworthy.

    I am a super happy client of a small company in Switzerland.

    Best regards
    H

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