How to take a specific field in a lead and display it in the list of contacts?
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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. -
For the foreign field, I am able to view these options only (screenshot below).
How can I use a field from Leads? -
Add this field you can in the Administartion -> Layout Manager. Add it into the list and detail view. Save changes.Leave a comment:
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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?Tags: None
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