Hello!
Is there a way to ensure that only when specific fields have values, they can be converted into leads? Otherwise, an error popup should appear, indicating that the required fields are not filled. For example, I want the account name to be filled in. Only then should I be able to convert it into a lead; otherwise, it should trigger a popup.
Otherwise, you could make that field required:
I’m looking for another approach, this I have already explored but it does not solve what I’m stuck in.
In SuiteCRM 7 I’d us JS to hide the “convert” button unless your conditions are met. Super easy to just add this to the editview and detailvew layouts. In SuiteCRM 8, I don’t think you can do stuff like that.
You “could” convert leads back to a legacy module then you’d be able to do what you used to be able to do in SuiteCRM 7. That would work, unless someone comes up with a way to do this in 8.
That’s super useful! Shame it isn’t part of 7.
