| Previous topic :: Next topic |
| Author |
Message |
BernardGBailey
Joined: 18 Dec 2007
Posts: 56
Location: Hamilton, New Zealand
|
| Posted: Wed Aug 27, 2008 10:39 am Post subject: Converting lead custom field data to a contact |
|
|
Hi Team,
We have a number of custom fields in Leads which we need to convert to the contact record when the lead is converted.
This does not happen at the moment. Is there a field link that I'm missing in the database which shows which Lead the Contact record came from?
I could then create the sql to pump the data across the database tables
Secondly, Is there a way to run straight through sql queries in the vTiger application?
Cheers
Bernard |
|
| Back to top |
|
prasad.a
Joined: 01 Aug 2007
Posts: 982
|
| Posted: Wed Aug 27, 2008 11:44 am Post subject: Converting lead custom field data to a contact<br />&l |
|
|
Hi Bernard,
You will have to map the custom fields using Settings > Custom Fields > Custom Field Mapping
[This option is available when Leads module is selected]
Map the lead's custom field with contact's custom field, this information will be used during lead conversion.
Regards,
Prasad
vtiger Team |
|
| Back to top |
|
BernardGBailey
Joined: 18 Dec 2007
Posts: 56
Location: Hamilton, New Zealand
|
| Posted: Wed Aug 27, 2008 8:01 pm Post subject: Converting lead custom field data to a contact<br />&a |
|
|
Hi Prasad,
I got it thanks,
Is the accountname the only fields which would link between Leads and Contacts?
You didn't answer my question about straight-through queries
Cheers
Bernard |
|
| Back to top |
|
| |
