Converting lead to account

I went to convert a lead into a account. But, the options to do this, I am no longer sure where it is. I recall using it because recently upgrading to v8 of suitecrm.

I can change the status button to converted, but this does not put be through the process of creating a new account, and converting the lead into a contact.

Thanks for any ideas or suggestions.

Joseph

Did you try this Actions dropdown? Are you using v8.7.1?

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I did indeed try that.

But, only the top four options are there. The convert lead and print as pdf options are not visible.

It sounds like they should be there.

Now, how do I get them to appear?

Thanks for your help.

Joseph

Yeah, that is weird.

What is your SuiteCRM version? Did you do any code customization for Leads?

No customization.

We added a couple of fields though on the lead and contact page. The built in tools were used to make them. No custom coding of any sort.

v8.6.1

Aftre searching, seems like a known issue:

I just happen to be using a newer version with the same bug.

Has there been any improvements on the methods to fix?

Thanks

Joseph

Yeah! I think it was missing before but they added it in 8.6 or 8.7

For example, they added convert target into v8.7

It’s not a bug. Brand new install, it works fine.

I’d suggest the following:

  1. reset permissions
  2. clear your cache
  3. In my post you linked about the lead button missing, try replacing that file I highlighted with a fresh copy (and make sure the permissions are correct)
  4. repair and rebuild.

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