See Custom Fields from contact in deals and and Vice Versa

guuyef

Hi all,

I want to create custom Fields for example for a person and I want to see them also in Deal-view. And I also want to do this vise versa. When I create a custom field in the deals, I want to see it also in contact.

How to do that.

guuyef

anyone can help here

Sophie

Hi @guuyef,

If you create a person custom field, it will also appear in the deal detail view under the Person section! It will look like this-

However, a person contact can have multiple deals associated with it so all of the deal details are collapsed when viewing deals from the person detail view, like this-

You can create a custom field in your account but going to the company settings → data fields-

I hope this helps!

guuyef

Hi Sophie.

Thank you much.

When I create a Custom fiels "Money" in the Deal. How ist ist possible to this Custom field in Contact view. Or if I create this fiels in the Contact, how can I see it in the Deal?