Jump to content


Photo

How to create custom map field for contacts and accounts?

import contacts accounts custom mapping mapping

  • Please log in to reply
1 reply to this topic

#1 robolist

robolist

    Newbie

  • Members
  • Pip
  • 2 posts

Posted 12 August 2016 - 11:42 AM

I have tried to search for a solution to this but I cant find it anywhere. Can someone please point me in the right direction to learn how to create custom mapping fields?

 

I am about to import all my accounts and contacts but I have about ten new fields which I need to create which are not available by default. 


  • Chasbroosy , Ronknogrell , HaroKisy and 1 other like this

#2 sandro

sandro

    Advanced Member

  • Members
  • PipPipPip
  • 91 posts
  • LocationSanto André, SP, Brasil

Posted 17 August 2016 - 08:30 PM

Hi, I think this (https://support.crm....-Admin-Designer) can help.

 

Briefly, you need to create new fields using the Designer module.

 

I hope this helps.


  • Mikrotikka , Chasbroosy , Ronknogrell and 2 others like this

Linux2Business - Soluções Livres na Nuvem

http://www.linux2business.com.br






Also tagged with one or more of these keywords: import, contacts, accounts, custom mapping, mapping

0 user(s) are reading this topic

0 members, 0 guests, 0 anonymous users