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Thread: Converting Target To Lead Missing Information

  1. #1
    nickkershner is offline Junior Member
    Join Date
    Apr 2011
    Posts
    2

    Default Converting Target To Lead Missing Information

    Hello all - I have searched the forums and the web on this question but I can't find anything. The issue we are having is when we convert a target to a lead not all the information comes with it. Here is what it carries over and what it doesn't:

    Converting a Target to a Lead only carried over these fields:

    • F. Name
    • L. Name
    • Title
    • Account Name
    • Primary Address
    • Salutation

    It didn’t carry over this information:
    • Direct phone - Custom
    • Other Phone
    • Bed Count - Custom
    • Activities
    • History

    Any help with this would be great. Thank you in advance.

  2. #2
    marclangston is offline Sugar Community Member
    Join Date
    Oct 2009
    Posts
    98

    Default Re: Converting Target To Lead Missing Information

    I noticed in another thread that part of what you are seeing is a known bug. It has been reported as bug 42476 discovered in 6.1.2 - "Lost activities afters Targets conversion" - although I also have it in CE 6.1.0.

    I don't see a fix date for it yet.
    marc
    Last edited by marclangston; 2011-05-27 at 06:14 PM. Reason: Clarification

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