Custum fields from Lead to Contact

[sgilleland]

I have created custom fields in the Leads and I would like those to transfer over to the Contact when I convert them......how can I accomplish this?

For example, one new field in lead is Timeframe........how do I "Time Frame" into the Contact when I convert it? Do I just create the exact same field name in the Contact module and put it on the layout?

Thanks

[andopes]

If you create these fields on Contacts, the same name and type, Convert Lead will display them at the bottom of Contact Form and auto fill them with values from Leads.
When converting the Lead these fields on Contacts will be updated accordingly.

Cheers

[cmacholz]

Andre,

I gave this a try and it didn't work in my case. I want to add the CUSTOM field "birthdate" to leads module and have that field convert to the contact's "birthdate".

The problem as I see it is the birthdate field in the leads modules is a custom field thus, it makes the field name "birthdate_c" and in contacts the birthdate field is NOT custom and its field name is "birthdate"

This their a way to set the mapping from Leads to Contacts for the fields?

Thanks,

[andopes]

Yes, it is possible but requires some coding.
You need to create a logic_hook before_save on Contacts, which will check if the contact is being created by Convert Lead page, then copy the value from birthdate_c to birthdate.
Remember at logic_hook context all date, float and datetime fields are unformated.

Regards