We frequently have clients who come to us asking to take information from one Vtiger record and make it show in a related record. E.g. show the organization address in the linked contact record.
There are 3 options for doing this:
- Transfer the data upon record creation — the downside to this method is the data can get out of sync
- “Show through” the data from the org to the contact. This gives 100 percent accurate real-time data, but makes searches and reports using that data harder to do.
- Update the data (same as #1) every time opens/edits the record. Usually, this is the best option.
Since we have a very experienced team, our Vtiger professionals are able to do any of the 3 options. This particular client chose option 3 and has been very pleased with the results.
Still have some questions? Contact us at any time for Vtiger support.