Convert lead to opportunity => merge with existing opportunity

Bug #615314 reported by Els Van Vossel (Foxy)
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
Odoo Addons (MOVED TO GITHUB)
Fix Released
Undecided
Unassigned

Bug Description

Trunk => I want to convert a lead to an opportunity. When I select "Merge with existing opportunity", the system shows a screen with the title Select opportunities, but it shows an empty list of Leads, instead of opportunities. Please change the label.

Related branches

description: updated
Revision history for this message
Ravindra Mekhiya(OpenERP) (rme-openerp) wrote :

Hello Els Van Vossel,

I have checked the issue but there seems no misbehavior at my end.

Make sure you have the latest code.

Would you please recheck it and notify us ?

Thanks.

Revision history for this message
Els Van Vossel (Foxy) (els-vanvossel) wrote :

Indeed, I now see a related opportunity. But the weird thing is that when I open the Opportunity, it shows the original lead that created the opportunity. That's a bit confusing, I think. It would be better to directly show the opportunity concerned and not the initial lead of that opportunity.

Revision history for this message
Ravindra Mekhiya(OpenERP) (rme-openerp) wrote :

Hi Els Van Vossel,

When you want to merge a "Opportunity" from "Lead" it self, then first of all you need to create "Opportunity",
Make sure "Opportunity" having same partner as in "Lead".

You can follow these steps...

  1) "Lead" with partner ABC
  2) "Opportunity" with partner ABC
  3) Go to "Lead" in that "Merge with existing opportunity" you can get "Select opportunities"
  4) That list contains "Opportunities" with partner ABC

Let me know if still it is not clear, or I am wrong.

Thanks.

Revision history for this message
Rucha (Open ERP) (rpa-openerp) wrote :

Hi Els Van Vossel,
Its fixed in trunk,
revision-id: <email address hidden>
revision no: 4539.
Thanks

Changed in openobject-addons:
status: New → Fix Released
Revision history for this message
Brian Murray (brian-murray) wrote :

Thank you for taking the time to report this bug and helping to make Ubuntu better. This particular bug has already been reported and is a duplicate of bug 615100, so it is being marked as such. Please look at the other bug report to see if there is any missing information that you can provide, or to see if there is a workaround for the bug. Additionally, any further discussion regarding the bug should occur in the other report. Please continue to report any other bugs you may find.

To post a comment you must log in.
This report contains Public information  
Everyone can see this information.

Other bug subscribers

Remote bug watches

Bug watches keep track of this bug in other bug trackers.