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Ludwick Marishane
Joined Dec 02, 2021
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Last activity Dec 02, 2021
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Latest activity by Ludwick Marishane
Ludwick Marishane commented,
CommentSell basics
CRITICAL BUG!
Lead custom field not carrying forward when converting to Contact or Deal. Custom field is disappearing.
When I create a custom field set to convert to Contacts and Deals:
- If I add that field to my smart list filter and edit it in-line. Weh I convert to contact, that custom field doesn't get carried to contact. Tested it with single and bulk conversions, and neither contact/companies carried the new custom field through conversion.
- The custom field only got carried when I went into the edit lead page, scrolled to the bottom field and added the data. After saving the updated field, refreshing the page, AND THEN clicking convert (while viewing the lead notes), the custom field finally carried through to the new contact!
- This is a critical bug that could go unnoticed for ages. The custom field in my case was a multi-select field
- Luckily, once the field is finally carried through the conversion, even the previous leads it didn't convert with also show up with the correct selection I had chosen for them. Before fixing the bug, the custom field didn't show up at all when editing the contacts after conversion! I was scared they were lost.
A very anxious experience
View comment · Edited Dec 02, 2021 · Ludwick Marishane
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