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Thread: Cannot Change Account Name Value In Leads Record

  1. #1
    GerryKey is offline Member
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    Default Cannot Change Account Name Value In Leads Record

    I want to change the Account Name value in a Leads record, but when I click "Save", the values reverts to the prior value.

    The only thing that I can see that is different about this Leads record from those where I can change the Account Name value is that above the Edit, Duplicate, etc. buttons it says "Converted Account: Joe's Bar & Grill".

    Does this mean the Leads record was created from the Joe's Bar & Grill Accounts record and there is link from the Leads record back to the Accounts record that is preventing me from changing the Account Name value in the Leads record?

    --Gerry

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Cannot Change Account Name Value In Leads Record

    Indeed, that is the reason. On converted leads, the change would need to happen at the Account level.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  3. #3
    GerryKey is offline Member
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    Default Re: Cannot Change Account Name Value In Leads Record

    Thanks, good to know.

    --Gerry

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