Question

Copy UDF data from lead form to contact form automatically

  • 28 July 2021
  • 0 replies
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On the Lead profile screen (CR301000), I created a custom field to store a string values called UsrDepartment.  I also created the same field on the Contact profile screen (CR302000).  When the user chooses to “Create Contact” from the Lead profile, it correctly creates the contact.  However, the data in the custom field I created doesn’t automatically carry over.  How and where can I add logic to copy the value over from the lead to the contact?


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