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Problem converting a lead into an opportunity

Jan Stevens
on 6/7/13, 7:24 PM 1,626 views

Here is an example of a repeatable problem. Let's say you already have a customer named "Patrick James" on your system.

Now create a new lead, and only fill in the Subject line (type anything you like) and fill in the Contact Name as "Patrick".

Save the lead, and then click on the Convert to Opportunity button.

The system proposes by default to create a new opportunity, and link to an existing customer named "Patrick James'. When you change this to "Create a new customer" it still creates the Opportunity with customer name "Patrick James" in stead of creating a new customer.

Anyone has some advice here?

Hi Jan, We have the same problem, Have you find a solution? Thank's!

Natys, Natys
on 10/24/13, 6:10 AM
On 11/14/13, 6:42 PM

Actually I found solution after going through the OpenERP code.

The contact is basically same as customer, except, when you create new contact, add new for 'res.partner', and set parent_id field to the customer id, then set 'is_company' to False, and the other fields (name etc..) for the contact.

Then you will see the contact under the customer in the "contacts" tab.

I don't think it's a bug, just that the 'res.partner' model is used for multiple things and the fields determine what that thing will be and where it will be displayed.

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Asked: 6/7/13, 7:24 PM
Seen: 1626 times
Last updated: 3/16/15, 8:10 AM