Lead to Contact

[antoni]

I am using 5.2j community edition, I have a lead that I entered but I do not see a button or link or anything to convert that lead to a contact. Any help would be appreciated.

[salesagility]

When you view a lead in detailview, at the top of the Lead information are seven buttons - Convert Lead should be the fourth along

[antoni]

Thats what I thought and remember from a version we use at my other job. but in the one I am using for my own business I only have 5 buttons.
edit, duplicate, delete, find duplicates and view change log

[AlexAv]

Hi Antoni,
Do you have this code in the ../modules/Leads/metadata/detailviewdefs.php ?

 array (
 
'customCode' => '<input title="{$MOD.LBL_CONVERTLEAD_TITLE}" accessKey="{$MOD.LBL_CONVERTLEAD_BUTTON_KEY}" type="button" class="button" onClick="document.location=\'index.php?module=Leads&action=ConvertLead&record={$fields.id.value}\'" name="convert" value="{$MOD.LBL_CONVERTLEAD}">'
), 
  

[Moher]

Hi All: I want to bump this because I've just run into the same problem...strange. I'm working on a new install of Sugar CE 5.2.0k. I've added some custom fields in the Leads module, added them to the editview and detailview screens in Leads, and then all of a sudden, when viewing a lead record, the "Convert Lead" button on the detailview screen disappeared. I now have across the top the following: Edit, Duplicate, Delete, Find Duplicates, and View Change Log. No Convert Lead.

And I did check the code in \modules\Leads\metadata\detailviewdefs.php, and the line referenced earlier is there, so the button should appear, it just not.

Any thoughts on what could be going on here?

[salesagility]

OK ... I can't replicate on a fresh install of 5.2k or on my sandbox 5.2j (which has some serious modifications).

Did you originally have the Convert Lead button?

have you made any code changes outside Studio?

[Moher]

Yes, I originally had the "Convert Lead" button, and no, no code changes outside of Studio yet. I'm just starting to get this new install up and running.

I've done some more digging, and here is what I've found. I think it answers the question "what" but not "why"...

in \custom\modules\leads\metadata\detailviewdefs.php look at this code for the top of the page:

 array (
        'buttons' => 
        array (
          0 => 'EDIT',
          1 => 'DUPLICATE',
          2 => 'DELETE',
          3 => 'FIND_DUPLICATES',
        ),
      ), 
  

Notice how any reference to the Convert Lead button is gone.

Now when I look at a sandbox version of 5.2.0j where I did some modifications to the Leads module, I look at the same \custom\modules\leads\metadata\detailviewdefs.php and I find:

 array (
            0 => 'EDIT',
            1 => 'DUPLICATE',
            2 => 'DELETE',
            3 => 
            array (
              'customCode' => '<input title="{$MOD.LBL_CONVERTLEAD_TITLE}" accessKey="{$MOD.LBL_CONVERTLEAD_BUTTON_KEY}" type="button" class="button" onClick="document.location=\'index.php?module=Leads&action=ConvertLead&record={$fields.id.value}\'" name="convert" value="{$MOD.LBL_CONVERTLEAD}">',
            ),
            4 => 
            array (
              'customCode' => '<input title="{$APP.LBL_DUP_MERGE}" accessKey="M" class="button" onclick="this.form.return_module.value=\'Leads\'; this.form.return_action.value=\'DetailView\';this.form.return_id.value=\'{$fields.id.value}\'; this.form.action.value=\'Step1\'; this.form.module.value=\'MergeRecords\';" type="submit" name="Merge" value="{$APP.LBL_DUP_MERGE}">',
            ),
            5 => 
            array (
              'customCode' => '<input title="{$APP.LBL_MANAGE_SUBSCRIPTIONS}" class="button" onclick="this.form.return_module.value=\'Leads\'; this.form.return_action.value=\'DetailView\';this.form.return_id.value=\'{$fields.id.value}\'; this.form.action.value=\'Subscriptions\'; this.form.module.value=\'Campaigns\';" type="submit" name="Manage Subscriptions" value="{$APP.LBL_MANAGE_SUBSCRIPTIONS}">',
            ),
          ),
          'headerTpl' => 'modules/Leads/tpls/DetailViewHeader.tpl',
        ), 
  

The Convert Lead button is still there.

So right now I'm just inserting this code into the the other detailviewdefs.php and testing to see if it fixes the problem. But why would customizing the detailview in Leads cause Sugar to delete that section of code?

Inquiring minds want to know.

[salesagility]

Can you replicate the bug? If so, it should be reported in the bugtracker http://www.sugarcrm.com/crm/support/bugs.html