(English) What is the Default Module?

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  4. (English) What is the Default Module?
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  4. (English) What is the Default Module?

Your data modules can be migrated with the relations to the default module in the future CRM in the following cases:

  1. The record in your future CRM must have required relation to the module that did not migrate (e. g. Pic 1).
  2. default module

  3. The record in your future CRM must have required relation to the module, but there was no similar module and relations in the current CRM (e. g. Pic 2).
  4. default module


In both these cases, the record with the required relation will be connected to the Default module in the future CRM.

As well, the record will be connected to one of the modules in the following sequence:

  1. Opportunity
  2. Contact
  3. Lead
  4. Account
  5. Product
  6. Campaign
  7. Project
  8. Case
  9. Task
  10. Email
  11. Note
  12. Event
  13. Call
  14. Meeting
  15. Attachment
  16. Invoice
  17. Quote
  18. Comment
  19. Tag

That means that at first, we will look for your record relations with Opportunity. If there will be no one, next point will be Contact and so one.

The Default module using makes possible to proceed Data Migration completely and with more preserved relations.

Note. If the record does not have required relations in the future CRM it will be migrated with no relations.

In case you have some questions about your migration feel free to schedule Data2CRM expert’s call.

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