How to take a specific field in a lead and display it in the list of contacts?

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  • iz_step
    Junior Member
    • Mar 2019
    • 3

    How to take a specific field in a lead and display it in the list of contacts?

    I did a many-to-many relation between contacts and leads, where I can put many contacts inside one lead.

    In the list view of contacts, I want to display a specific field for each contact from the related lead.

    Any idea of how can I customize it?
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Add this field you can in the Administartion -> Layout Manager. Add it into the list and detail view. Save changes.

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    • iz_step
      iz_step commented
      Editing a comment
      Yes, but the field from another module, same field, and same data but to be viewable in another module as per the relations.
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #3
    Try to create a foregn field.

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  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #4
    Ok, for this you don't even need the relation between leads and contacts. Create Workflow for Lead that will check if some field is changed, make Action update related record for Contacts, choose field (field) TargetEntity(Lead)(field). This link will work only between lead and contacts that was created by the lead convert.

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