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Copy Data Between Records

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List of all the possible configurations

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The Do Not Automatically Update property

Example of configuration: copying contact data into an opportunity

Here is an example of configuration: in the video, we show you how to configure it so that the add-on displays the list of contacts associated with the current opportunity, how to map contact fields to opportunity fields and how it works. The principle remains the same whatever configuration you choose (see previous topic).

PREVIOUS TOPIC
List of all the possible configurations

NEXT TOPIC
The Do Not Automatically Update property

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