I need to convert multiple targets(500) to leads at one go.
I can convert it one by one, is there a way where in I can convert it in one go?
I also want to search target based on Account name, Is it possible?
As I am only able to search target in Global search by Its first names not by Account name.
Where in In case of lead I can search it by its Names as well as Account name.
I have already enabled Account search option in search setting still do not know why it is not working in the case of Target.
For the multiple targets question: I did it by accident several months ago when first setting up SuiteCRM. Some jumped the gun and started entering in Targets instead of Leads. So, as I remember, I exported all Targets. Deleted the rows not wanted from CSV file. (Think I added a custom field that I already had in Leads.) Imported to Leads. Going from memory here, as I was just trying to fix a different problem.
Maybe worth a try.
For Acct Name search/filter, go to Studio/Targets/Layouts/Advanced Filter. From the right side column drag and drop Account Name to the left side. Save and Deploy and it should show up as a Filter option now. Although, I think I had to log out and log back in for it to show.