Managing customer relationships efficiently is crucial for modern businesses, and the Reassign Related Records add-on for SuiteCRM is designed to do just that. Developed by Urdhva Tech, this add-on provides a streamlined solution for automatically transferring ownership of related records when a parent record is reassigned to another user.
Imagine a scenario where an account record named ‘Urdhva Tech’ is initially assigned to Jessica, who handles numerous interactions like meetings, calls, and follow-ups with the account. Due to organizational changes, the account needs to be transferred to Sarah. Simply changing the ‘Assigned to’ field isn’t enough to ensure Sarah has complete visibility into all past interactions and decisions.
The Reassign Related Records add-on solves this challenge by configuring automatic reassignment of all related records such as meetings, calls, and documents, ensuring the new owner receives a comprehensive view of the account and can seamlessly continue communications and decision-making processes.
This add-on is highly configurable, allowing organizations to set specific criteria and rules for which modules are included in the reassignment process. Additionally, it supports assignment notifications based on the admin email settings, ensuring that all changes are efficiently communicated to the new record owner.
Urdhva Tech, a specialist in SuiteCRM consulting and customization, has developed this add-on to help businesses gain a competitive advantage by optimizing their customer relationship management processes. Whether you are using the standard save function, API, or workflow, the reassignment of records will be effortlessly executed.
For those looking for expert assistance in configuring this add-on or exploring other CRM enhancement services, Urdhva Tech is ready to provide support tailored to your business needs.
Ready to explore how Reassign Related Records can benefit your organization? Contact Urdhva Tech today to set up a demo and see how this powerful suiteCRM add-on can transform the way you manage customer interactions.
For further information, you can reach Urdhva Tech by visiting their official SuiteCRM store page.
