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Thread: Converting a lead + duplicate of a contact record

  1. #1
    Linnane is offline Sugar Community Member
    Join Date
    Jun 2009
    Posts
    64

    Default Converting a lead + duplicate of a contact record

    Hi,
    When I am converting a lead to an opportunity I encounter the following conundrum

    Leads: Convert Lead
    Print Print Help Help
    The contact record you are about to create might be a duplicate of a contact record that already exists. Contact records containing similar names and/or email addresses are listed below.
    Click Save to continue creating this new contact, or click Cancel to return to the module without creating the contact.

    I am right to receive this message the the last names are the same the problem is that neither the "Save" or "Cancel" buttons appear on my screen. the only option I have is to "Create Contact" even though I don't want to do this?


    Version 5.2f - CE

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Converting a lead + duplicate of a contact record

    Hello Linnane,

    I am right to receive this message the the last names are the same the problem is that neither the "Save" or "Cancel" buttons appear on my screen. the only option I have is to "Create Contact" even though I don't want to do this?
    The duplicate message probably needs to be updated by the folks at SugarCRM to match the new buttons. You could either proceed to create the new Contact by clicking the 'Create Contact' button, or just click out of the screen to not create it.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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