[Vtigercrm-developers] Quickcreate across several modules?

Mariusz Krzaczkowski | YetiForce S.A. m.krzaczkowski at yetiforce.com
Thu Jun 9 20:24:31 GMT 2022



See it

https://gitdeveloper.yetiforce.com/index.php

--

Z poważaniem / Kind regards
Mariusz Krzaczkowski
Director of Product Development
+48 884 998 123 | m.krzaczkowski at yetiforce.com
www.yetiforce.com [2]

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W dniu 2022-06-09 17:13, Oleg Antonov napisał(a):

> 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/
> --
> 
> --
> С уважением, руководитель веб-студии PIN
> Антонов Олег.
> +7-921-922-91-91
> 
> http://pinstudio.ru [1]
> - Создание и продвижение сайтов
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> 
> _______________________________________________
> http://www.vtiger.com/


Links:
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[1] http://pinstudio.ru/
[2] http://yf.yetiforce.eu/yetiforce.com
[3] https://linkedin.com/company/yetiforce
[4] https://facebook.com/YetiForceCRM/
[5] https://twitter.com/yetiforceen
[6] https://www.youtube.com/channel/UCnt7DLyYtcSBkC2sk2CJBXw
[7] https://github.com/YetiForceCompany/YetiForceCRM
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