frappe / crm

Fully featured, open source CRM
https://frappe.io/crm
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Pre-populated lists are not properly installed on erpnext/frappe 15 #387

Open 1ubuntuuser opened 1 month ago

1ubuntuuser commented 1 month ago

I installed crm to an existing erpnext installation using the following bench --site test.marqunity.org install-app crm

Installed Apps

I can create tasks no problems, but when I create leads or deals the form is empty.

image

image

I can use the edit add fields image

but when I add the "status" field the form items don't render again.

1ubuntuuser commented 1 month ago

The cause of the issue is missing the CRM Lead Status doctype has no values loaded. Adding a single item to the doctype e.g. "New" is a partial workaround.

In my version 16 installation, the following items were created automatically. image

The same issue is present in all pre-populated lists like CRM Lead Status and CRM Industry

Does anyone know of a way to fix this, and how to apply the patch to already installed versions?

shariquerik commented 1 month ago

@1ubuntuuser Not sure why default values are not created on install. But I have added a "Restore Defaults" button to restore it from FCRM Settings doctype.

PR: https://github.com/frappe/crm/pull/410

moizsami commented 3 weeks ago

I am also facing the same issue, installed on erpnext v15. I am on the latest CRM version v1.25.1

Did the restore defaults action also, still not seeing any fields.

image

shariquerik commented 3 weeks ago

I am also facing the same issue, installed on erpnext v15. I am on the latest CRM version v1.25.1

Did the restore defaults action also, still not seeing any fields.

image

Not sure why this is happening, is your site on frappecloud? How can I check what is the issue? Any error in console?

moizsami commented 2 weeks ago

I am also facing the same issue, installed on erpnext v15. I am on the latest CRM version v1.25.1 Did the restore defaults action also, still not seeing any fields. image

Not sure why this is happening, is your site on frappecloud? How can I check what is the issue? Any error in console?

No unfortunately it is not hosted on frappe cloud, its on a local machine, where Frappe and ERPNext are already installed, I added CRM application to it and receiving this issue.

During installation did not face any errors, can you let me know where to check further for logs if needed?