AnsweredAssumed Answered

During lead conversion, how can I ensure data is copied when selecting an existing contact?

Question asked by Martin Martin on Feb 25, 2014
Latest reply on Feb 27, 2014 by Martin Martin
Hello,

We're running SugarCRM CE Version 6.5.16. We have a custom field in our leads module and when we convert it to a new contact the custom field value copies over as expected.

If we instead select an existing contact during the convert lead process, the custom field value does not get copied over. Is there a setting or custom hook we need to set up in order to make this happen?

Thanks,

Martin

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