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Lead conversion problem

mecka

1 posts

Joined
8/13/2008

Lead conversion problem
Posted: 20 Aug 08 10:16 PM

When I’m converting a lead to opportunity, team in is not created. Therefore a user with limited writes could not open newly crated opportunity. With contact is the some problem.

Don’t you have some idea haw to solve it?

support

2094 posts

Joined
1/3/2006

Re: Lead conversion problem
Posted: 21 Aug 08 1:59 AM

It looks like most of the code is in place. You need to add the Teams popup to the ~/Leads/ConvertView.ascx.

<%@ Register TagPrefix="SplendidCRM" Tagname="TeamAssignedPopupScripts" Src="~/_controls/TeamAssignedPopupScripts.ascx" %>
<SplendidCRM:TeamAssignedPopupScripts ID="ctlTeamAssignedPopupScripts" Runat="Server" />

Then run the following SQL code in the database:

if not exists(select * from EDITVIEWS_FIELDS where EDIT_NAME = 'Leads.ConvertView' and DATA_FIELD = 'TEAM_ID' and DELETED = 0) begin -- then
  print 'Add Team and Assigned User ID to Leads Convert.';
  update EDITVIEWS_FIELDS
     set FIELD_INDEX = FIELD_INDEX + 2
   where EDIT_NAME    = 'Leads.ConvertView'
     and FIELD_INDEX >= 12
     and DELETED      = 0;
  exec dbo.spEDITVIEWS_FIELDS_InsChange    'Leads.ConvertView'       , 12, 'Teams.LBL_TEAM'                         , 'TEAM_ID'                    , 0, 1, 'TEAM_NAME', 'return TeamPopup();', null;
  exec dbo.spEDITVIEWS_FIELDS_InsChange    'Leads.ConvertView'       , 13, '.LBL_ASSIGNED_TO'                       , 'ASSIGNED_USER_ID'           , 0, 1, 'ASSIGNED_TO', 'return UserPopup();', null;
end -- if;

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