Can I automatically copy the field customizations in various modules?

Can I automatically copy the field customizations in various modules?

No. You cannot automatically copy the field customizations in various other modules within your account. You need to manually copy the customizations for similar fields in other modules.

Exception:
  • While creating fields for Leads, you have the option to create the same field for Accounts, Contacts, and Deals.
  • While creating fields for Quotes, you have the option to create the same field for Sales Order and Invoices.


Note:
  • For Leads and Quotes, you will not be able to copy the Lookup and Formula fields.
  • If you want to copy the field customizations from one account to another, you can do so by using the Copy Customization feature.

Related Links
Copy Customization
How can I add custom fields?
Are there any restrictions on the number of custom fields that I can create?

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