| 2013-11-14 22:10:42 |
Mohamed ESSAKALI |
bug |
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|
added bug |
| 2013-11-14 22:15:04 |
Mohamed ESSAKALI |
description |
Hi,
This bug was reported as a question here : http://help.openerp.com/question/20433/problem-converting-a-lead-into-an-opportunity/
Here is an example of a repeatable problem. Let's say you already have a customer named "Patrick James" on your system.
Now create a new lead, and only fill in the Subject line (type anything you like) and fill in the Contact Name as "Patrick".
Save the lead, and then click on the Convert to Opportunity button.
The system proposes by default to create a new opportunity, and link to an existing customer named "Patrick James'. When you change this to "Create a new customer" it still creates the Opportunity with customer name "Patrick James" in stead of creating a new customer.
I think the bug is due to a non initialization of the field partner_id after changing action proposed by default
Solution : add an onchage method in the wizard "crm.lead2opportunity.partner" to initialize the partner_id when changing the action type to create or a condition test based on action when creating partner. |
Hi,
This bug was reported as a question here : http://help.openerp.com/question/20433/problem-converting-a-lead-into-an-opportunity/
Here is an example of a repeatable problem. Let's say you already have a customer named "Patrick James" on your system.
Now create a new lead, and only fill in the Subject line (type anything you like) and fill in the Contact Name as "Patrick".
Save the lead, and then click on the Convert to Opportunity button.
The system proposes by default to create a new opportunity, and link to an existing customer named "Patrick James'. When you change this to "Create a new customer" it still creates the Opportunity with customer name "Patrick James" in stead of creating a new customer.
I think the bug is due to a non initialization of the field partner_id after changing action proposed by default
Solution : add an onchage method in the wizard "crm.lead2opportunity.partner" to initialize the partner_id when changing the action type to create or a condition test based on action when creating partner.
PS : checked on last V7.0 sources |
|
| 2013-11-15 06:50:32 |
Twinkle Christian(OpenERP) |
openobject-addons: importance |
Undecided |
Low |
|
| 2013-11-15 06:50:32 |
Twinkle Christian(OpenERP) |
openobject-addons: status |
New |
Confirmed |
|
| 2013-11-15 06:50:32 |
Twinkle Christian(OpenERP) |
openobject-addons: assignee |
|
OpenERP R&D Addons Team 1 (openerp-dev-addons1) |
|
| 2013-11-15 06:52:22 |
Twinkle Christian(OpenERP) |
summary |
Problem converting a lead into an opportunity |
[trunk/7.0]Problem converting a lead into an opportunity |
|
| 2013-12-05 12:15:37 |
Thibault Delavallée (OpenERP) |
marked as duplicate |
|
1208436 |
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