[Vtigercrm-developers] Quickcreate across several modules?

[Oleg Antonov]

I made a form similar to lead conversion form.
Other option is workflow with workflow designer.

El El jue, 9 jun 2022 a las 16:21, socialboostdk <socialboostdk at gmail.com>
escribió:

> Hi there,
>
> Has anyone ever done any solution to quick-create records across
> multiple modules?
>
> Ie. we want to create an organisation, contact + opportunity at the same
> time (where it's just a few fields, but do not want to create 3 separate
> records manually when doing outbound calling).
>
> Any suggestions?
>
> My own thoughts was either if some *module* that could do that existed
> somewhere for purchase (my preferred option), but otherwise to either make
> it as *workflow* (ie. add all fields to opportunity or perhaps lead, and
> then a workflow that would create the other records), or perhaps a
> *webform* outside that could do similar.
>
> TIA!
>
> Best, Chris
> _______________________________________________
> http://www.vtiger.com/

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