How do bring a standard field from one module and add to another?

Hi Robert White,

Copying the account_description field from the lead to the account upon conversion is possible using the concept discussed in the Copying Fields Automatically in Lead Conversion KB article. To achieve this, you will want to do the following:

1. Go to Admin > Studio > Accounts > Fields > Add Field
2. Create a field:
   1. Type of TextArea
   2. Field name of 'account_desc' (Note: If you choose a different field name, it is important you use the same field name in step 6.2 below)
   3. Display label of your choosing (e.g. Account Description)
3. Optional: Rename the existing Description field in the Accounts module to 'Contact Description' to better distinguish the 2 fields for reporting and general usage. 
4. Add the Account Description field to the Record View layout as desired
5. Remaining in Studio, go to Leads > Fields > Add Field
6. Create a field
   1. Type of TextArea
   2. Field name of 'account_desc'
   3. Display label of your choosing (e.g. Account Description - Calculated)
   4. Click the 'Calculated Value' checkbox, select Edit Formula, and save the following formula: $account_description

Once the above is completed, you will then need to address any existing leads in your system since the calculated field value will initially be empty. To remedy that issue, you will need to perform 1 of the following operations on the existing leads:

1. Individually save the necessary leads
2. Run a 'Recalculate Values' operation from the Leads list view on the desired records

Once the above is done, all leads should copy the desired value over to the resulting account upon conversion. 

?Chris,

The main issue is the lead object has two stock fields - description, account_description.  The Companies object only has description - if I set it up as you describe as a calculated field, then I can not edit that field if I add an account without doing a lead conversion.  What is needed is simply for the account_description stock field be added to the companies object.  Is there anyway that can be done?  I understand the suggestion, but it renders the field not editable since it is now a calculated field (unless I've misinterpreted you process)?

Other options?

Thanks,

Bob

Hi Bob,

The only calculated field being created is on the Leads module, and it's only purpose is to effectively copy the account_description field on conversion to the Accounts module. The Accounts module field would still be editable with the process I provided above.

?OK - I'll run through this and see if this will do what I expect it to do.

Thanks,

Bob

hi Bob - would just populate account description with lead description on lead conversion (getting lead Converted status) help?

hi Bob - would just populate account description with lead description on lead conversion (getting lead Converted status) help?