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Custom Lead/Accou nt Field Mapping
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03-22-2008 08:25 AM
Is there any way to create a custom field (i.e. picklist for Region) and have it apply to both Leads and Accounts? Or do I have to create duplicate custom fields for both Leads and Accounts and make sure they contain identical values? It would seem logical that I could create a custom field once and use it in many places.
Thanks in advance for your help!
Jim
Re: Custom Lead/Accou nt Field Mapping
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04-21-2008 02:51 PM
Hello,
Unless the functionality has changed and I'm unaware you will have to create the picklist twice. And then map it.
Re: Custom Lead/Accou nt Field Mapping
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06-18-2008 01:28 PM
This functionality is not in the product today. You have to re-create the picklist in both objects, and any time you make a change to the pick list in one object, you need to remember to make it anywhere else you might re-use that picklist.
Go vote up this idea, and we can get this feature implemented!: Universal Picklists
JP Seabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury

