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Thread: Converting leads to contacts - customs fields

  1. #1
    masonc is offline Junior Member
    Join Date
    Oct 2005
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    4

    Default Converting leads to contacts - customs fields

    I am testing Version 5.0.0beta2 (Build 2562).
    For our marina and real estate sales application, I have created four custom fields to allow us to record information vital to our sales effort. I can't find any way to get those custom fields to carry over when I convert Leads to Contacts. This is a deal killer for me, my sales people will not use Sugar without this. Is there any solution on the horizon?
    I have read some suggestions that using the same field name will work but I cannot get that to work.
    Chris
    Last edited by masonc; 2007-11-02 at 09:06 AM.

  2. #2
    sacramentojoe is offline Sugar Community Member
    Join Date
    Nov 2005
    Posts
    447

    Default Re: Converting leads to contacts - customs fields

    Quote Originally Posted by masonc
    I am testing Version 5.0.0beta2 (Build 2562).
    For our marina and real estate sales application, I have created four custom fields to allow us to record information vital to our sales effort. I can't find any way to get those custom fields to carry over when I convert Leads to Contacts. This is a deal killer for me, my sales people will not use Sugar without this. Is there any solution on the horizon?
    I have read some suggestions that using the same field name will work but I cannot get that to work.
    Chris
    Create the custom fields in the contacts module and then edit the ConvertLead files.

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