Moving custom fields from Organisation to Deal
![Marcelina Drozd](https://d3myhnqlqw2314.cloudfront.net/profile_120x120_12970195_55007e0210b52349ead3da2d08755da9.jpg)
Marcelina Drozd
Member Posts: 30 VERIFIED MEMBER
![10 Comments](https://us.v-cdn.net/6037014/uploads/badges/XZU7P3QWS9EW.png)
![5 Likes](https://us.v-cdn.net/6037014/uploads/badges/7J49JRQT5YMB.png)
![First Anniversary](https://us.v-cdn.net/6037014/uploads/badges/UEM8T82HV5G3.png)
![Name Dropper](https://us.v-cdn.net/6037014/uploads/badges/KUKSS67XBZ6D.png)
Hi All!
Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level?
I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected?
Thank you!
Tagged:
0
Answers
-
CSV Export and Import.
0 -
That is super time consuming if you need to move a few fields. Are you maybe planning in the future to be able to move the custom fields between Deals/ Person / Organisation in the settings?
0