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

DamianB
DamianB Member Posts: 4 VERIFIED MEMBER
Photogenic First Anniversary
edited July 2022 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

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 832 VERIFIED MEMBER
    5 Likes Third Anniversary Photogenic First Comment
    edited February 2022 #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. 

  • DamianB
    DamianB Member Posts: 4 VERIFIED MEMBER
    Photogenic First Anniversary
    edited February 2021 #3
    Boris Tsibelman said:

    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

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