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

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  • Maximus
    replied
    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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  • iz_step
    commented on 's reply
    For the foreign field, I am able to view these options only (screenshot below).


    How can I use a field from Leads?

  • Maximus
    replied
    Try to create a foregn field.

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  • iz_step
    commented on 's reply
    Yes, but the field from another module, same field, and same data but to be viewable in another module as per the relations.

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

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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?
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