Effortlessly Streamline Data Entry with SuiteCRM’s Related Record Creator
Variance InfoTech Pvt Ltd introduces the innovative Related Record Creator for SuiteCRM users. This powerful add-on allows you to create related records with ease, making the process of data entry from any module quicker and more efficient. Whether it’s transferring contact information from a Ticket to an Invoice, or any other similar task, Related Record Creator simplifies your workflow.
Why Use Related Record Creator?
The tool is designed to save time and reduce errors by automatically copying information from a primary record to a newly created secondary record. For instance, if you’ve sent out a quote that was approved by a customer, there’s no need to start an invoice from scratch. Related Record Creator will pull the necessary data from the quote seamlessly into your new invoice.
This add-on supports databases like MYSQL and MSSQL, ensuring compatibility with your existing systems. Users can manage configurations through a dedicated section, allowing them to tailor the data transfer process between modules according to their needs.
Streamline Your CRM with Ease
Related Record Creator is part of a range of tools designed to enhance your SuiteCRM experience. For example, if you need to auto-populate fields based on related field values, or quickly update module information from list views, Variance Infotech offers solutions like Auto Populate and Quick Updater that work in harmony with the Related Record Creator.
Get Started Today
Experience the full potential of Related Record Creator by exploring the User Guide or by scheduling a demo with the Variance Infotech team. Reach out via email at info@varianceinfotech.in or join live chat support to get your questions answered. Support hours are from 11:30 PM to 09:00 AM US Eastern Time or 04:30 AM to 02:00 PM GMT.
Let this tool become your gateway to a streamlined, more productive business process!