[Vtigercrm-developers] Quickcreate across several modules?

[Tom Brown]

Chris,

You could create a new custom entity module and add the fields you want to
capture (for contacts/organization/opportunities) and use it as "Quick
Create XXXX". Once the record is created, you can use a workflow to create
contact+organization+opportunity based on the data entered in the custom
module.

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*Tom Brown* / Development Manager
+1 (818) 495-5557 / tbrown at vtexperts.com

*VTExperts*
vtexperts.com

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On Thu, Jun 9, 2022 at 8:21 AM socialboostdk <socialboostdk at gmail.com>
wrote:

> 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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