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Centric CRM 4.1 (Stable and Released)

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Assignment

Priority: Immediate
Assigned To: Kailash Bhoopalam

Ticket # 31

This ticket is open
Severity: Important
Category: Usability
Entered by: Michael Harvey 10/17/2006, 6:53 PM
Last modified: Aliaksei Yarotski 11/10/2006, 6:56 AM

Description

Issue 1: When Converting a lead to an account, a dialog box is invoked in which it is assumed that an Action Plan is to be assigned. The default Action Plan should be "none".

Issue 2: Assuming that the Action Plan is left to "none", it should be possible to hit "save" and have the lead convert to an account. As is, an error box comes up saying that "Form could not be saved, please check the following: - Plan Assignee is a required field." Surely if Action Plan is "none," it shouldn't be necessary to designate a "Plan Assignee" and the lead should just be converted to an account.

Solution

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Ticket Activity

Date Event
Michael Harvey 10/17/2006, 6:53 PM [ Ticket Opened ]
Michael Harvey 10/17/2006, 6:53 PM [ Ticket is unassigned ]
Michael Harvey 10/17/2006, 6:53 PM [ Priority set to Scheduled ]
Michael Harvey 10/17/2006, 6:53 PM [ Severity set to Normal ]
Kailash Bhoopalam 10/31/2006, 11:37 AM [ Assigned to Bhoopalam, Kailash ]
Kailash Bhoopalam 10/31/2006, 11:37 AM The messsage must be displayed only if an action plan is chosen.
Kailash Bhoopalam 10/31/2006, 11:50 PM [ Reassigned from Bhoopalam, Kailash to Kartautsau, Pavel ]
Kailash Bhoopalam 10/31/2006, 11:50 PM [ Priority changed from Scheduled to Immediate ]
Kailash Bhoopalam 10/31/2006, 11:50 PM [ Severity changed from Normal to Important ]
Olga Kaptyug 11/2/2006, 4:11 AM [ Reassigned from Kartautsau, Pavel to Komar, Siarhei ]
Pavel Kartautsau 11/9/2006, 4:12 AM [ Reassigned from Komar, Siarhei to Yarotski, Aliaksei ]
Aliaksei Yarotski 11/10/2006, 6:56 AM [ Reassigned from Yarotski, Aliaksei to Bhoopalam, Kailash ]
Aliaksei Yarotski 11/10/2006, 6:56 AM Done
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