Reassign Related Records for SuiteCRM

A SuiteCRM Add-on that will transfer ownership of all the related records when a parent record Assigned to field get changed. It will automatically carry forward related record's ownership to the newly assigned user based on the configuration.

Why you should reassign record records to the new owner?

To achieve 360 views of the record, Whenever you change the record ownership you should also set all the activities related to that record to the new owner. For example, An account record called "Urdhva Tech" is assigned to Jessica and managed by her. She has many conversations and follow-up with Urdhva Tech like Meetings, Calls, Related documents, etc.. Now some reason(Maybe geographical change, Organizational change, etc..), The specified Accounts need to be managed by Sarah, So It Needs to reassign the record to Sarah by changing Assign to field. but in the real-world, any organization has a set of rules that each sales rep or support team can see his/her record only.

Now if we change Only Assign to of Account but not the activities that are performed by the previous user. The current user in our case Sarah. Can not see Meetings, Calls and other important conversation with a customer. So it can be a loss of business or tough to track the activities.

A solution to this, We have developed a logic that will Reassign all the related records of the Previous owner to the new owner. So It will be easy for Newly assigned users to communicate with a customer or need to take any decision based on previous activities.

Each organization has different criteria, different rules to use the modules. So we have given a configuration screen where you can define which module you would like to enable for Re-Assignment and for which related module you want to carry forward with the option to select a module for assignment notification too. 

SuiteCRM Reassign relational record configuration

  • Module: Choose modules to transfer ownership of the related records and assignment notification.
  • Related module: You will have list of relationship module list of the parent record that you have selected. Only the selected module will be carry forward assignment. This will check all the records that are assigned to previous owner for this parent record and reassign it to the new owner.
  • Notification: If you want to set Assignment notification during the reassignment of relational record. You will have choice for the modules to select for notification.

Note: Assignment notification will be sent as per the Admin email settings for "Assignment Notifications". If it is disable it won't send assignment notification.

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