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Convert Target to Lead not present in Suitecrm 8.1.2 #163

Open drinksi opened 1 year ago

drinksi commented 1 year ago

Issue

The action to convert a Target to a Lead is missing in version 8.1.2 and I do not see that it was fixed in version 8.1.3

Expected Behavior

Expect to see action to convert Target to Lead as was present in version 7

Actual Behavior

Possible Fix

Steps to Reproduce

  1. Select a Target
  2. Select Actions

Context

Your Environment

drinksi commented 1 year ago

After creating numerous Targets, I now have the need to convert some of them to Leads. Unlike version 7, the action to convert a Target to a Lead does note exist in version 8. I have seen this reported in the forum in October 2021, but do not see when it will be fixed.

Mac-Rae commented 1 year ago

Assessed and confirmed at the latest. B2

As a temporary workaround you could tell the detail view to use the legacy mod which will present you with the old views allowing you to use such action. This can be done via the layout config file. If you'd like more information, please let me know and I can put together a short how to.

drinksi commented 1 year ago

Yes, I would like to know how to do that.

Thanks

Warm Regards,

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Ivan Drinks Sr. Executive Vice President

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From: Mac Rae @.> Sent: Monday, October 10, 2022 10:23 AM To: salesagility/SuiteCRM-Core @.> Cc: Ivan Drinks Sr @.>; Author @.> Subject: Re: [salesagility/SuiteCRM-Core] Convert Target to Lead not present in Suitecrm 8.1.2 (Issue #163)

Assessed and confirmed at the latest. B2

As a temporary workaround you could tell the detail view to use the legacy mod which will present you with the old views allowing you to use such action. This can be done via the layout config file. If you'd like more information, please let me know and I can put together a short how to.

— Reply to this email directly, view it on GitHubhttps://github.com/salesagility/SuiteCRM-Core/issues/163#issuecomment-1273554353, or unsubscribehttps://github.com/notifications/unsubscribe-auth/AEAL6H4WVW3AOTNIR757RVLWCQ7GPANCNFSM6AAAAAARAGLYEE. You are receiving this because you authored the thread.Message ID: @.***>

inlog commented 1 year ago

Hello I'm developing business processes and would like to understand how things are going with converting targets into leads? Can I count on it in some perspective? Thank you.

LittleDuke commented 1 year ago

BUMP -- still broken in 8.2.4 -- this seems like a critical function of handling a sales pipeline efficiently! So much so we're reverting back to 7.13

brendan-pike commented 1 year ago

We just took the leap from version 7 to 8.3.1 and ran into this issue. Will be assessing tomorrow and we may have to roll back to 7 for now. How come this issue is open for so long? It seems quite critical to workflow?

drinksi commented 1 year ago

I wonder the same thing. For some reason it doesn’t seem to be of importance. Not sure why?

Thank you.

Ivan

From: DB Informatics @.> Sent: Wednesday, August 2, 2023 8:39 AM To: salesagility/SuiteCRM-Core @.> Cc: Ivan Drinks Sr @.>; Author @.> Subject: Re: [salesagility/SuiteCRM-Core] Convert Target to Lead not present in Suitecrm 8.1.2 (Issue #163)

We just took the leap from version 7 to 8.3.1 and ran into this issue. Will be assessing tomorrow and we may have to roll back to 7 for now. How come this issue is open for so long? It seems quite critical to workflow?

— Reply to this email directly, view it on GitHubhttps://github.com/salesagility/SuiteCRM-Core/issues/163#issuecomment-1662335351, or unsubscribehttps://github.com/notifications/unsubscribe-auth/AEAL6HZEMWMNS2FN7E3H45LXTJRATANCNFSM6AAAAAARAGLYEE. You are receiving this because you authored the thread.Message ID: @.**@.>>

AndrewC3W commented 9 months ago

Hello,

We are currently running SuiteCRM V 8.4.1

If you open a target and click the Actions button there is no option to covert the target into a lead.

This is a pretty fundamental bug for a CRM where you could be doing this many times a week.

The bug has been outstanding for over a year. Any idea when a fix will be implemented ?

If you would update the development documentation for V8.x I would happily contribute a fix if the development team is busy.

Thanks.

rashaqqel commented 4 months ago

Its now 2024 and this issue still hasnt been fixed? ??

BUMP

chris001 commented 4 months ago

Workaround: Set Target RecordView to Classic mode (Suite 7 mode) and get the Convert Target to Lead. https://www.youtube.com/watch?v=AlWJn44D3Io

  1. Go to command line. nano public/config/services/module/module_routing.yaml to edit the file.
  2. Go to the section targets:, change record: true (suite8 mode) to record: false (classic mode). Save the file.
  3. Go to command line. ./bin/console cache:clear
  4. In Suite 8, go to Targets, go to one target's detail view. You'll see classic mode, with the Convert Target to Lead.
bch80 commented 1 month ago

I'd like to see this prioritized as well.