Unable to map custom fields RRS feed

  • Question

  • We have 3 custom fields, Master is in LEADS and children in ACCOUNT and OPPORTUNITY. The custom fields all use the same global option set.

    When a LEAD is converted I want to copy the value from LEAD to both ACCCOUNT and OPPORTUNITY (although currently can not do either). This used to be possible by creating a new mapping in the existing 1-n data but when I select the source and destination fields it drops back without having created the link.

    Has this feature been removed or are there other, un-documented reasons why this does not work?

    Friday, June 12, 2015 1:57 PM

All replies

  • Have any of these been changed lately that might require these entities to be Published?

    Halldór Jóhannsson

    Friday, June 12, 2015 2:26 PM
  • They have been published. CRM does not give a reason why the selected fields have not been added to the mappings, the screen just drops back without them having been added.
    Monday, June 15, 2015 8:35 AM