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.
FieldMappingModules
  • 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.
field-mapping-create-view
  • 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.
field-mapping-edit-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.
joforce-field-mapping-add-mappings
  • 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'.
convert-to-another-module
  • It'll redirect to the Contact Creation/Edit window.

  • Here the fields we added to field mapping are filled automatically.
joforce-field-mapping-contact-create-view
  • You can fill other fields if you want.

  • Click Save to save the contact.