Change Fields without loosing the Data

lmoeller
lmoeller Member Posts: 1 VERIFIED MEMBER
First Anniversary
in Sales CRM #1

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

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Answers

  • Oka Lesmana
    Oka Lesmana Member Posts: 23 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    #2

    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

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