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Hello,

i have a question about CRM - Convert Lead.

We converted a Lead into a customer and found that -  if the Delivery Terms and the Ship-via are not filled out, it will not take over the Region and District from Lead to Customer.

Only if Del. Terms and Ship-Via Code have a value, the other two fields will be transferred to the customer. It does not matter whether I work with or without a customer template.

Is that the Intention?

Thanks in Advaced
Susanne

Hi,

This issue has been previously reported from a support case.

This is the explanation given by the RnD

“Delivery Terms and Ship Via Code are both mandatory in the Customer/Address/Order Address Info tab. Therefore we cannot just transfer the Region and District to the Customer so unfortunately we are not able to change this.”

Hope this clarifies your doubts.

Many thanks,

Anushka

@EQESUSANZ It’s my pleasure to see that your issue got solved with my answer:relaxed: . Many thanks for the feedback

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