Module Configuration

After you installed the module, you can find it under Extensions in JoforceCRM Settings.

Steps to Create Relation

• Go to User Profile icon → Settings → SmackFieldMapping.

• Here you can enable or disable the module.

• Enable the module to make it active in JoforceCRM.

• You can also configure modules individually which you want to use for relation by enabling the modules.

• Select Relation List.

• It opens a new page ‘Field Mapping’. Here select Modules List, it heads back to the previous page where you configure enabling the modules.

• Select Create Relation to start creating a new relation.

• It’ll open the ‘Field Mapping’ page, here add the following:

  • Name - Provide name for the relation you are creating.

  • Mapping Module - Choose one module from which you transfer data to another module.

  • Target Module - Choose the module to which the data will be sent.

  • Link Label - Provide label for the link which will be shown under More dropdown inside the ‘Mapping module’ record detail view.

• Once you finish, click the Save button.

• Next we have to add mappings.

• Add new mappings by selecting the 'Add Mapping' button.

• Select the field of the source module first, and then select the target module field.

• You can delete mapping using the delete icon on the left side of every field mapping.

• Click Save. The fields you mapped here will be pre-filled when you convert to the target module.

• Now go to the Leads module detail view. For example, here we have created a relation to convert Leads to Contacts.

• In the Lead record detail view, click More dropdown and select 'Create to Contacts'.

• It'll redirect to the Contact Creation/Edit window.

• Here the fields we added to field mapping are filled automatically.

• You can fill other fields if you want.

• Click Save to save the contact.