Change Fields without loosing the Data

lmoeller

Hi, we have to change some of our fields and im worried about loosing the data and would like to avoid going through all Deals to copy/Paste the data. Is there a way to automatically transfer Data from one Field to an new one?

Thanks and best regards

Lars

Bobby Cool

Hi @lmoeller,

You can try creating an automation to copy the values from your old field to the new field, and then run a bulk update to apply this to all relevant records.

Hope this makes sense for you!

Feel free to let me know if you have any questions.

Best regards.

Oka | www.astersense.com