The data consistency across related records is essential for maintaining accuracy in CRM data management. This Related Record Update Extension can simplify this by enabling seamless automated updates of related records across different modules in your Vtiger CRM.
- To get started, create a new workflow.
2. Select the target module that aligns with your related records. Here, we select ‘Organization’ as the target module because we’re updating organization details.
3. Click on ‘Add Action’ and select JB Related Record Update.
4. In field mapping, you can choose which fields from the source module should be updated in the related module. Here, we’ll map the organization’s address to the related contacts.
5. save your field mappings and the workflow to finalize your workflow settings.
6. Now, Let’s put this into action! Here, we create a sample of related record update.
7. Let’s consider an organization record.
8. Here, we are updating Organization shipping address records, Save it after the updation. This will now be updated automatically in its related Contact records.
9. Here’s the related contact record. You can notice that the shipping address has been updated automatically, matching the changes we made at the organization record.
