[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
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Z poważaniem / Kind regards
Mariusz Krzaczkowski
Director of Product Development
+48 884 998 123 | m.krzaczkowski at yetiforce.com
www.yetiforce.com [2]
[3]
[4]
[5]
[6]
[7]
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/
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>
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> Антонов Олег.
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Links:
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[3] https://linkedin.com/company/yetiforce
[4] https://facebook.com/YetiForceCRM/
[5] https://twitter.com/yetiforceen
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[7] https://github.com/YetiForceCompany/YetiForceCRM
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