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Hello,

On IFS V10.8;

I found an useless situation on CRM. When i trying to create a customer from lead, customer created successfully but the lead is deleted with atteched documents somehow.

When i analyze the BUSINESS_LEAD_API, i found  procedures as TRANSFER_ATTACHED_DOCUMENTS and REMOVE_LEAD but the transfer docs procedure is not work for me.

Can u explain, why the leads are deleted when we try to convert to customer? Why the system working like this really i wonder.

The other important question is, how can I find my valuable documents that I add to leads in the system?

Best regards.

 

hi @0guz 

interesting topic… i haven’t come across this before.

 

Just looking at the code, my guess is that you need to make both Logical Units - CrmCustInfo and BusinessLead - document aware.

As you probably know, you can do this on the Object Connections page.

 

 

Hi @paul harland,

I tried that approach as you said but it did not work :/

Whatever, i though i should keep documents at business activities, because activities still there instead of busines leads. So i can match with connection id because that field updated when the customer created from lead.

Thank you for comment btw.

Best regards.

Hi @paul harland the problem solved by approach btw. Ne honestly I missed reconnect to IFS arter set up object connection 😁. Its showing at CRM INFO on customer card after transfer.

Best regards.

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