Customization – Pulling Vtiger Related Data from Linked Records

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:

  1. Transfer the data upon record creation — the downside to this method is the data can get out of sync
  2. “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.
  3. 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.

Pulling Related Data from Linked Records
Pulling Related Data from Linked Records

Still have some questions? Contact us at any time for Vtiger support.

Interested in learning more? Let us send you an email.

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