Not just Tasks, you can create a relationship between any two modules. The purpose of doing this is to enable the linking of related records.
For instance, consider that there is a contact record and a deal record on your CRM account. To link the deal to the contact, you must relate the Deals and Contacts modules.
In this article, we will tell you about the different relationship types and how you can relate modules in Vtiger CRM.
Depending on your requirements, you can create four types of relationships.
Let us learn about them one by one with examples.
A one-to-one relationship relates a single record of Module 1 to a single record of Module 2. You must specify the reference field names for both modules while setting up the relationship.
For example, if you want to link only one deal to every contact record, then you can create a one-to-one relationship between the Contacts and Deals modules. A reference field for the related contact and deal is created in the deal and contact records respectively.
A one-to-many relationship relates a single record of Module 1 to multiple records of Module 2. In this case, Vtiger CRM creates a reference tab in Module 1 to hold all the related records of Module 2. It also creates a reference field in Module 2 to hold the related record of Module 1.
Here is an example of a one-to-many relationship.
When a deal is in the Value Proposition stage, you must send a quote to your contact for approval. There is a chance that the contact does not accept your quote at the first go. So you revise the quote and send it again. In this situation, you create multiple quotes and link it to the deal record.
A many-to-one relationship is the reverse of the one-to-many relationship. It relates multiple records of Module 1 to a single record of Module 2. Vtiger CRM creates a reference field in Module 1 and a reference tab in Module 2.
For example, if you send a client’s order in multiple deliveries, then its related purchase order will have multiple receipt notes.
A many-to-many relationship relates multiple records in Module 1 to multiple records in Module 2 and vice versa. There will not be a unique relationship between records in Module 1 and Module 2. A tab is created in both the modules to hold related records.
For example, if there is a many-to-many relationship between the Assets and Quotes modules, you can relate an asset to multiple quotes and a quote to multiple assets.
To create a relationship, we first need to land on the Relationships page.
Follow these steps to view the Relationships page:
Follow these steps to create a relationship:
You cannot delete the relationships provided in Vtiger CRM by default. You can delete only the custom relationships that you create.
Follow these steps to delete a relationship: