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Thread: Convert Lead form missing in studio in CE 6.1.3

  1. #1
    pjamedia is offline Senior Member
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    Default Convert Lead form missing in studio in CE 6.1.3

    This is what the CE 6.1.0 Manual says:

    To edit the Convert Lead form
    1.
    In Studio, select the Leads module and navigate to Layouts.
    2.
    Select Convert Lead to view the Convert page.

    But I do not see the Convert Lead form under layouts.

    Anyone??

    Thanks, Paul

  2. #2
    asierraserna is offline Member
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    Unhappy Re: Convert Lead form missing in studio in CE 6.1.3

    I have the same problem.

  3. #3
    pixprotom is offline Sugar Community Member
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    Default Re: Convert Lead form missing in studio in CE 6.1.3

    Also need this info. need to add custom fields to convert process. Anyone?

  4. #4
    asierraserna is offline Member
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    Talking Re: Convert Lead form missing in studio in CE 6.1.3

    I've jus foud the solution

    http://www.sugarcrm.com/kb/custom/fo...ert-lead-form/

    Best regards

  5. #5
    pixprotom is offline Sugar Community Member
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    Default Re: Convert Lead form missing in studio in CE 6.1.3

    Thanks, great help.

  6. #6
    ajl.ihcafag is offline Junior Member
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    Default Re: Convert Lead form missing in studio in CE 6.1.3

    I tried the solution you posted and was unsuccessful. I created a field in both the contact and lead modules that are exactly the same and added the field to both the module's EditView and CreateView layouts.

    Any thoughts? Many thanks.

  7. #7
    asierraserna is offline Member
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    Default Re: Convert Lead form missing in studio in CE 6.1.3

    Hi!

    You are missing the Detail View layout.

    Have to be the same names in both Detail Views, Lead and Contact or Account.

    Good Luck!

  8. #8
    pixprotom is offline Sugar Community Member
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    Default Re: Convert Lead form missing in studio in CE 6.1.3

    Ya, the link above was very good, wish I knew this months ago. Had to do a logic hook but that couldn't be avoided because some fields that were already in the Leads table had to be added to the Accounts_cstm table so they wouldn't have worked with this method anyway.

  9. #9
    ajl.ihcafag is offline Junior Member
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    Default Re: Convert Lead form missing in studio in CE 6.1.3

    Quote Originally Posted by asierraserna View Post
    Hi!

    You are missing the Detail View layout.

    Have to be the same names in both Detail Views, Lead and Contact or Account.

    Good Luck!
    I misspoke/typed. I added the new fields with the exact same names to DetailView and EditView. Does this not work on CE?

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