Customer Forum

Can you move a field from one record type to another?

Margaret Posted: 2019-10-17 08:49

I have created a customer field in the Organisation record when i should have added it to the Sales Lead record and created a connection so that it would appear in the Organisation record. There is now data in this field and i would have liked to have been able to move the field across to the sales lead without losing the data. Can i do this?

Daniel (Workbooks Online) Posted: Fri, 18.10.2019 - 10:08

Hi Margaret,

Unfortunately there is not a way directly copy a populated field from one form layout level to another, however as a work around you could export this field and then import this on the Sales Lead record type. Note that you would need to create a blank field on the Sales lead record type first before doing so however.

We have some great articles on our forum that explain how do imports and exports.

Please see below:

Overview of exporting:

Importing how to:

Many thanks,