Product 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.
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