Export Records to Excel (XLS) format

Automatically Updating parent records with related records across different modules in your Vtiger CRM.

$69.00

Lifetime License

(No Recurring Payments)

100% Vtiger Coding Standard
90 days free support
30 days money back guarantee
Works with all Vtiger 7 and 8 versions

Features

Automated Updates Between Related Records:

It can update parent records with related records across different modules in your Vtiger CRM . For example: if an Organization's address changes, the related Contact record also be updated automatically without manual data entry.

Data Consistency Across Modules:

Through automatic update, Related record updates can maintain data consistency and accuracy between related records in Vtiger CRM.

Customizable Field Mapping:

Users can choose specific fields from the source module that will automatically update in related modules.

Support for Standard and Custom Fields:

The extension supports both standard and custom fields in Vtiger. It gives users flexibility in which data points to update between related records.

Error Reduction and Improved Data Integrity:

By removal of manual data entry, it helps to reduce data errors, keeps data integrity and ensures a helpful CRM system.

Real-Time Data Reflection:

Any changes made to parent records (e.g., organization details) are instantly reflected in all related records, It provides teams with real-time access. So it helps to get the latest information without manual data entry.

Enhanced Customer Experience:

Related record updates can provide the up to date information to the customers across all related records. So this helps teams to deliver a great customer experience.

Description

Exporting your Records to Excel (XLS) based on data you need. You can customize data from Export Records to Excel (XLS) extension which results data more accurate, efficient, easy to read and also save time.