{"id":166,"date":"2009-07-09T05:08:00","date_gmt":"2009-07-09T05:08:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=166"},"modified":"2009-07-09T05:08:00","modified_gmt":"2009-07-09T05:08:00","slug":"lead-to-person-field-data-merge-for-sagecrm-developers","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/09\/lead-to-person-field-data-merge-for-sagecrm-developers\/","title":{"rendered":"Lead to Person Field Data Merge &#8211; For SageCRM Developers"},"content":{"rendered":"<p>Most of the developers might be aware of this but for new guys it may helpful.<br \/>While creating a new Lead; we have a screen to enter Person details where we can fill Person Name, E-mail and Phone Number etc. You might have observed that when you click on Create or Attach Person button; values entered in these fields get transferred automatically over the person screen.<\/p>\n<p>We can make it work for other custom fields also from Lead to Person.<\/p>\n<p>For Example I have a Field named \u201cResidential Address\u201d for Person which I want to make available from Lead itself.<\/p>\n<p>So what I will do is:<\/p>\n<p>My field in Person entity is<br \/><strong>Pers_ResAddress<\/strong>To make this field bound with Lead entity I just need to create file in lead entity with name <strong>Lead_PersonResAddress<\/strong>.<\/p>\n<p>Here you can see that the field name is a bit tricky, field name in Person entity is ResAddress where in Lead it is PersonResAddress this trick enables CRM to map the value from Lead to Person.<\/p>\n<p>Please note that to make this work both the fields should be on Summary screen of correspondence entity. Lead _PersonResAddress should be on Lead Summary Screen and Pers_ResAddress should be on Person Summary Screen.<\/p>\n<p><marquee width=\"80%\"><b>If you find this useful, Please drop us a mail on <a href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Most of the developers might be aware of this but for new guys it may helpful.While creating a new Lead; we have a screen to enter Person details where we can fill Person Name, E-mail and Phone Number etc. You might have observed that when you click on Create or Attach Person button; values entered\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/09\/lead-to-person-field-data-merge-for-sagecrm-developers\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1138,1497,1596,1761,2471],"class_list":["post-166","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-field","tag-lead","tag-merge","tag-person","tag-tricks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Lead to Person Field Data Merge - For SageCRM Developers - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/09\/lead-to-person-field-data-merge-for-sagecrm-developers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lead to Person Field Data Merge - For SageCRM Developers - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Most of the developers might be aware of this but for new guys it may helpful.While creating a new Lead; we have a screen to enter Person details where we can fill Person Name, E-mail and Phone Number etc. You might have observed that when you click on Create or Attach Person button; values entered\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/09\/lead-to-person-field-data-merge-for-sagecrm-developers\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2009-07-09T05:08:00+00:00\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/09\/lead-to-person-field-data-merge-for-sagecrm-developers\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/09\/lead-to-person-field-data-merge-for-sagecrm-developers\/\",\"name\":\"Lead to Person Field Data Merge - For SageCRM Developers - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"datePublished\":\"2009-07-09T05:08:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/09\/lead-to-person-field-data-merge-for-sagecrm-developers\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/09\/lead-to-person-field-data-merge-for-sagecrm-developers\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/09\/lead-to-person-field-data-merge-for-sagecrm-developers\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Lead to Person Field Data Merge &#8211; For SageCRM Developers\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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