Is there an easy way to copy all records from one Data Field to another Data Field?

Damian Bown
Damian Bown Posts: 4
edited July 25 in Sales CRM #1

I am doing some 'housekeeping' on an existing messy installation.

It has a Custom Field called "Position" which is being used to record Contacts' job titles. The Default "Job Title" field is unused and empty.

I would like to copy all the records from the custom Position field to default Job Title field then delete the custom Position field.

I have around 1,200 Contact records, all associated with Deals and Organisations and emails, so I need to avoid breaking those associations.

Any suggestions? Many thanks

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Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    The best way to do this would be to download an export and then reimport the data with the value mapped to the new field on the correct object. 

  • Damian Bown
    Damian Bown Posts: 4
    edited February 2021 #3

    The best way to do this would be to download an export and then reimport the data with the value mapped to the new field on the correct object. 

    Many thanks for your advice Boris. Did that. It worked