Yes, this is a standard feature within OpenCRM that is available in a number of modules (please see this FAQ). 

If you go to;

  • Settings > Studio Panel – Custom Field Settings > Lead Custom Fields >

You will see an additional button at the top of the screen, Custom Field Mapping.

By selecting this option you can assign Custom Fields from the Leads module to be copied across into custom fields that you have set up on other entities, as part of the Convert process.

The left hand column shows all of the available custom fields within the Leads module.

By selecting a drop-down on the corresponding row, you can select which field the data will be mapped to. The column headings show the entity to which the fields belong.

Note : You can set multiple fields on the same row, allowing the data from the Leads module to be copied into fields on different modules within OpenCRM.


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