Method Community

We recently did some paid programming with Kalvin from Method. After all of our changes were said and done, everything appears to be working as it should. However, the Convert to Customer button is gone on our Leads screen. We are no longer able to convert any lead to a customer. Can you help with this? If you need more information, please let us know!

Hi Robyn,

It is hard to answer your question without getting a little more information from you. Was the convert to customer button supposed to be on your customized lead screen from your discussions with your Method Consultant, or is it something you realized after the customization work was complete that it would be useful? Do you recall speaking with your Method Consultant about possibly hiding this button from view? We can definitely give you some guidance on how to get this Button back onto your Leads Screen, but there would be a couple of different ways to do this, depending on how it was removed in the first place.

I will explain how we can check to see if your button was only hidden, and if so, we should be able to easily change it to be visible. If it was deleted then the process would be much longer, so let’s see if this works.

When logged into your Method account, go to the Tab labeled "Customize"-> then select the Tab Link "Screens". Locate your customized Leads Screen, if you don’t see it from the list you might have to scroll through the dropdown list above the table called “Show:”, and select “All Screens”. When you find the correct screen, hover your mouse over the row, and you will see an “edit” button appear to the left, select “edit”:

Now that you are in edit mode, scroll down the right-hand side, you will be looking for the row of buttons, it should look similar to this screenshot.

You are looking for “Convert to Cust…”. If it is not here, then it was most likely deleted altogether. However, if you do see it, then click the “Edit” link to the right of that row. Underneath the button name is a link labeled “Advanced”, click it. You will see a check box labeled “Hidden: invisible when screen first loads”. If this is checked, then simply uncheck it, and click the “Finish” Button. Now, click the Red “Publish" Button on the left of your screen, then click “Save & Close”. If this was the issue and you found this option checked, you should now be able to go to your Leads Screen and the Button will now be visible. If this wasn’t the case, then please go back to my first paragraph, and see if you can give us some more information. Hope this helps.

-Ben

Hi Ben,

 I appreciate your assistance with this!

 The button is something that we originally had and after we worked with Kalvin on some customizing on the EditCustomer Screen we asked if there was a way to easily make the same additions to the EditLeads screen.  He told us that once we had everything he could make those changes for us.  I believe it was in that process that we lost the convert button.

I can see this in the CRM_EditLead(2) that I copied back when we first started customizing that I used as a template.

But the screen that Kalvin created that he made to have the same additions as our EditCustomer Screen that is called MDI_EditLead looks like this:

So from what I can tell the entire button is removed.

Can you help me rebuild it?

Thanks,

Robyn

Hi Robyn,

In order to rebuild the Convert to Customer button, you'll need to edit it and look at the actions that are triggered when that button is clicked. You can edit the CRM_EditLead(2) screen (or make another copy of your original screen without replacing any tab links) in order to view the actions for that button since it doesn't exist on the MDI_EditLead screen. Hope this helps!

Let us know if you require further assistance with getting this done.

- Ashur

Hi Ashur,

Thank you for your help!  I was able to get most of the way through it, I just have a few questions.

I have been able to reconstruct the majority of this button, but there are a few things that I cannot view enough in the "edit" screen to figure out how to complete the step.

1.  Action #1; Conditional Warning:  In the Value 1 field where I set it to "Value From Screen" and then in the CRM_EditLead(2) screen it shows the next field as "Lead Name<span style...>"  I found in the drop down where the <span style...> was and selected that but it did not have the "Lead Name" at the beginning.  Do I need it to say "Lead Name" before the string?  If so, where do I go to create that?

2.  Action #4; Enter Value Into Field On Screen:  Where I have to select from a drop down "Update Field or Object" The one I need to choose (Is Lead Status Only) is not part of my drop down.  Do I need to create a field for this or is it considered an object?  If I need to create it can I put it within an existing table or do I have to create a new table for it to go in? 

3.  Action #6; Enter Value Into Field On Screen:  Where I have to select from a drop down "Update Field or Object" The one I need to choose (Lead Converted Date) is not part of my drop down.  Do I need to create a field for this or is it considered an object?  If I need to create it can I put it within an existing table or do I have to create a new table for it to go in?

Those are the only Actions that I haven't been able to configure the same as the Actions listed in the CRM_EditLead(2) screen on the Convert to Customer button.

Can you assist me with those?

Thank you,

Robyn

Hi Robyn,

There are a couple reasons why the values you are looking for are not showing up in the dropdown menu you are using to recreate these actions.  The first reason could be because this is based off a custom screen, the stock “Edit Lead” screen is based off the Customer table, however several fields on this screen are labeled differently, to appear specific to the leads screens.  For example, the field you find on the stock Edit Leads Screen labeled “Lead Name” is actually called “Name” from the Customer Table.  You can find this out by editing the stock Edit Leads screen, then, go to edit the “Lead Name” Field.  You will see at the top of the pop-up window “Step 1 of 4: Textbox Properties for field _OriginalNameHere_”…where “OriginalNameHere” will be the value from the Customer Table. 

Discovered Values:

Lead Name = Name, Is Lead Status Only = IsLeadStatusOnly, Lead Converted Date = LeadConvertedDate

When you go to edit your custom Edit Leads screen you will have to confirm these names don’t have a different label on this screen (this would depend on the customization done on this screen, which I don't have the specifics for).  I mention this because I noticed the “Name” field on the Edit Customer Screen is actually labeled as “Customer Name” and this is the label that would appear in the dropdown menu when creating your actions.  You can go to edit the Customer Name field on your custom screen to confirm this.

Lastly, if you are still unable to find these fields in question from the dropdown menu when re-creating the actions from the original “Convert to Customer” button, make sure you have added each of these fields to your custom Edit Lead screen.  The 3 actions you are having issues with are using the “Retrieve Value from Screen” action, so if the fields are not available on the screen somewhere, then there would be no value to return, therefor no option in your dropdown menu.  I hope this helps answer your issue, please let us know if you have any further questions regarding this.

-Ben