Wednesday, July 23, 2008

CRM: Custom Fields Follow the Quote

A client asked: We have custom fields on our quote form for VIP memberships. When we convert a quote to an order, the VIP Club ID does not come over. What do we need to do?

To push custom fields from Lead to Account or Quote to Order, you need to adjust the mapping between these two entities:

* Select Settings > Select Customization
* Select Quote > Select Relationships > Select Quote to Order
* Select Mappings > Click New > Add a mapping between the custom fields (in this case, new_vipclub to new_vipclub)
* Save the changes > Publish Customizations

Now when you enter a VIP Club ID in the Quote, activate the quote and convert it to an Order, the VIP Club ID entered in the Quote will appear in the order.

No comments: