Open drinksi opened 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.
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.
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: @.***>
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.
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
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?
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: @.**@.>>
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.
Its now 2024 and this issue still hasnt been fixed? ??
BUMP
Workaround: Set Target RecordView to Classic mode (Suite 7 mode) and get the Convert Target to Lead
.
https://www.youtube.com/watch?v=AlWJn44D3Io
nano public/config/services/module/module_routing.yaml
to edit the file.targets:
, change record: true
(suite8 mode) to record: false
(classic mode). Save the file../bin/console cache:clear
Convert Target to Lead
.I'd like to see this prioritized as well.
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
Context
Your Environment