Default Mapping
To take some burden off your shoulders, CRM maps the following fields in Deals automatically to Project’s fields by default.
Field Label
|
Field Type
|
Mapping with Other Modules
|
Deals
|
Type
|
Projects
|
Deal Name
|
String
|
Project Name
|
Description
|
richtext
|
Description
|
Organization Name
|
reference
|
Related To
|
Expected Close Date
|
Date
|
Target End Date
|
Note: You cannot modify or delete the fields that are added by default in the CRM.
|
Custom Mapping
You are now aware that a set of fields are mapped by default in the CRM. If you wish to map other fields of your choice, continue reading this section.
Follow these steps to do a custom mapping:
- Sign in to your account.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Go to the Marketing & Sales section.
- Click Deal to Project Mapping.
- Click the Edit icon on the right.
- Click the +Add Mapping button. Consequently, you will be adding a new set of fields (placeholders) to aid with the mapping of custom fields.
- Select the source field and map it to the target field accordingly.
- Click Save.
- Click Cancel if you want to discard the changes.
- Type PROCEED and click the Proceed button.
The fields will be mapped and added to the list of other fields.
Note:
- You can delete a mapping by clicking the Delete icon under the Actions column.
- You cannot add a source field in Deals if it does not have an equivalent target field in Projects.
- You cannot map auto-generated fields like Created Time, Modified Time, etc.
|
Modifying the Mapping
Vtiger CRM provides you the flexibility to modify a mapping that you have defined.
Follow these steps modify a mapping:
- Sign in to your account.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Go to the Marketing & Sales section.
- Click Deal to Project Mapping.
- Click the Edit icon.
- Change the source and the target field accordingly.
- Click Save.
- Click Cancel if you want to discard the changes.
- Type PROCEED and click the Proceed button.