Moving custom fields from Organisation to Deal

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Marcelina Drozd
Marcelina Drozd Member Posts: 32 VERIFIED MEMBER
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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!

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,579 VERIFIED MEMBER
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    CSV Export and Import.

  • Marcelina Drozd
    Marcelina Drozd Member Posts: 32 VERIFIED MEMBER
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    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?

  • JasonC
    JasonC Member Posts: 2 VERIFIED MEMBER
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    Hello,

    Was this ever resolved? I'm having the same issue!

    I'd like to add industry and other custom fields into an organization which automatically carry over into a deal, when a new deal is created.