Copy Custom Field data to the Customer Doc Type

ERPNext User Forum
1

I created a custom field for the Lead Doc Type and I want it to follow through to the other doc types.

For example If I populate my_new_field in the Lead and convert to a Customer, I want the field data to follow through to the customer.

How do I do that?

2

You have a custom field “Field A” on LEAD and when you convert the LEAD to CUSTOMER you want the “Field A” on CUSTOMER?

Do you want this ?

3

Yes, that is what I am trying to do.

4

@powergps
Ensure field_a in lead doctype is also created in customer doctype As field_a. That way the system will fetch the data on field_a automatically when creating a customer from a lead.