Search results by user ID 5990

Re: Convert to Customer button missing

Robyn — Thu, 25 Jul 2013 22:14:02 GMT

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

Re: Convert to Customer button missing

Robyn — Mon, 08 Jul 2013 20:19:31 GMT

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

Convert to Customer button missing

Robyn — Fri, 05 Jul 2013 15:06:19 GMT

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!