EspoCRM Related Contacts/Leads/Accounts

This module makes it possible to create the connections within the entities "Accounts", "Contacts" and "Leads". You can also specify a "title" (comment) for this connection. The number of connections is unlimited. The module adds the field "Related Contact" (can be renamed) to the entities "Accounts", "Contacts" and "Leads".

related

Module installation

  1. To install the module, go to the settings and select "Extensions" - ../#Admin/extensions.
  2. Select "SELECT EXTENSION PACKAGE" and click on "UPLOAD".

Administration

  1. After installing the module will be displayed in the module list in ../#Admin/extensions.
  2. After installing (and deactivating) the module, it is recommended to rebuild the software and to clear the server and local cache.

after_install

Deactivation and reactivation of the module

The module appears in the list of installed EspoCRM modules in ../#Admin/extensions. This list contains the name of the module, its version, and a short description. In the list of activities there is an option to deactivate the module.

Uninstall

  • After deactivation of the module the field "Related Contacts" loses its functions and content.
  • After reactivating the module, the functions of the module (links, title/comments) will be restored.
  • After updating of EspoCRM you may have to reinstall the module.

Functions for the administrator

Adding the fields to the layouts

After the module installation, the field "Related Contacts" should be added to the layouts:

  1. Open Administration / Layout manager / Contacts / Detail view ../#Admin/layouts/scope=Contact&type=detail
  2. Drag the field "Related Contacts" from the list of available fields into the required part of the layout (drag-and-drop) and save it to add the field to the layout.

layouts

Functions for Users

Creating of a contact relation

For example, to connect a contact to another (or more) contact:

  1. Open the page of a contact in edit mode. To do this, click on the button "Edit" or on the pencil logo next to the field "Related Contacts" (inline editing).

  2. Select one or several contacts from the list. Related contact serves as a reference.

add

  1. Name the created relation (Enter a title for related contact). You have to specify the titles separately on both pages of the relation.

  2. In edit mode, you can modify the contact relations and its title at any time.

Together with the EspoCRM Related Contacts/Leads/Accounts you receive:

Individualization

Do you have special requests? We are happy to adapt the module to your needs! Our services are billed at an hourly rate of EUR 45 net.

Updates

You get the updates (without installation) for 12 months after your purchase at no extra charge.

Support

We offer free support during the first 3 months after purchase. After this period, we will charge you EUR 45 net per hour.

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