10 replies to this topic

[mycrmblog]

Application Info > This is version 0.6.71 (4ac904c62cc6) of Zurmo

Repo Steps:

Lead Detail View > Options > Convert > Complete Conversion
App behavior is that it stays on the conversion screen.

Reproduced in IE & FF

Thanks,
mycrmblog

[Jason]

When you try converting, are you leaving it in the 'create account' view? Also is this a new lead you created or a demo data lead?

[mycrmblog]

"Jason - When you try converting, are you leaving it in the 'create account' view?"
[A] By default it places the name of the company from the lead record in "Select Account" view. However, I can confirm that neither create account, or select account view are able to complete the conversion. On click "Complete Conversion" nothing happens.

"Jason - Also is this a new lead you created or a demo data lead?"
[A] A lead I created.

[Jason]

"Jason - When you try converting, are you leaving it in the 'create account' view?"
[A] By default it places the name of the company from the lead record in "Select Account" view. However, I can confirm that neither create account, or select account view are able to complete the conversion. On click "Complete Conversion" nothing happens.

"Jason - Also is this a new lead you created or a demo data lead?"
[A] A lead I created.

I see the problem. Turned out the max length for phone in Contacts and Accounts is different. Will fix for next release.

[mycrmblog]

Thanks for the help Jason. :-)

Richard | mycrmblog

[stevenschutter]

It appears this bug was not fixed with the new release. Is it possible to reschedule it?

[raysto]

We will check on this. Thanks for the heads up.

[Jason]

It appears this bug was not fixed with the new release. Is it possible to reschedule it?

Are you upgrading from the old release? If so, do you have a row for Account in globalmetadata table? You will need to modify either the Account row or Contact row to change the rules to max length 20. Then do ?clearCache=1 in the URL to fix

[stevenschutter]

Ok, thx !!

[stevenschutter]

I tried your suggestions. However, it doesn't seem to work. When I click on "Complete Conversion", the loading sign appears but the step does not continue.

I changed the following values in the table and set them to 20 where it was 64:

|  7 | Account   | a:9:{s:7:"members";a:9:{i:0;s:13:"annualRevenue";i:1;s:11:"description";i:2;s:9:"employees";i:3;s:4:"name";i:4;s:11:"officePhone";i:5;s:9:"officeFax";i:6;s:7:"website";i:7;s:14:"websitebuilder";i:8;s:13:"customersince";}s:9:"relations";a:10:{s:7:"account";a:2:{i:0;i:1;i:1;s:7:"Account";}s:8:"accounts";a:2:{i:0;i:3;i:1;s:7:"Account";}s:14:"billingAddress";a:3:{i:0;i:2;i:1;s:7:"Address";i:2;b:1;}s:8:"contacts";a:2:{i:0;i:3;i:1;s:7:"Contact";}s:8:"industry";a:3:{i:0;i:2;i:1;s:16:"OwnedCustomField";i:2;b:1;}s:13:"opportunities";a:2:{i:0;i:3;i:1;s:11:"Opportunity";}s:12:"primaryEmail";a:3:{i:0;i:2;i:1;s:5:"Email";i:2;b:1;}s:14:"secondaryEmail";a:3:{i:0;i:2;i:1;s:5:"Email";i:2;b:1;}s:15:"shippingAddress";a:3:{i:0;i:2;i:1;s:7:"Address";i:2;b:1;}s:4:"type";a:3:{i:0;i:2;i:1;s:16:"OwnedCustomField";i:2;b:1;}}s:5:"rules";a:15:{i:0;a:3:{i:0;s:13:"annualRevenue";i:1;s:4:"type";s:4:"type";s:5:"float";}i:1;a:3:{i:0;s:11:"description";i:1;s:4:"type";s:4:"type";s:6:"string";}i:2;a:3:{i:0;s:9:"employees";i:1;s:4:"type";s:4:"type";s:7:"integer";}i:3;a:2:{i:0;s:4:"name";i:1;s:8:"required";}i:4;a:3:{i:0;s:4:"name";i:1;s:4:"type";s:4:"type";s:6:"string";}i:5;a:4:{i:0;s:4:"name";i:1;s:6:"length";s:3:"min";i:3;s:3:"max";i:64;}i:6;a:3:{i:0;s:11:"officePhone";i:1;s:4:"type";s:4:"type";s:6:"string";}i:7;a:4:{i:0;s:11:"officePhone";i:1;s:6:"length";s:3:"min";i:1;s:3:"max";i:20;}i:8;a:3:{i:0;s:9:"officeFax";i:1;s:4:"type";s:4:"type";s:6:"string";}i:9;a:4:{i:0;s:9:"officeFax";i:1;s:6:"length";s:3:"min";i:1;s:3:"max";i:20;}i:10;a:2:{i:0;s:7:"website";i:1;s:3:"url";}i:11;a:3:{i:0;s:14:"websitebuilder";i:1;s:4:"type";s:4:"type";s:6:"string";}i:12;a:2:{i:0;s:13:"customersince";i:1;s:8:"required";}i:13;a:3:{i:0;s:13:"customersince";i:1;s:4:"type";s:4:"type";s:8:"datetime";}i:14;a:3:{i:0;s:13:"customersince";i:1;s:15:"dateTimeDefault";s:5:"value";s:0:"";}}s:8:"elements";a:11:{s:7:"account";s:7:"Account";s:14:"billingAddress";s:7:"Address";s:11:"description";s:8:"TextArea";s:11:"officePhone";s:5:"Phone";s:9:"officeFax";s:5:"Phone";s:12:"primaryEmail";s:23:"EmailAddressInformation";s:14:"secondaryEmail";s:23:"EmailAddressInformation";s:15:"shippingAddress";s:7:"Address";s:8:"industry";s:8:"DropDown";s:14:"websitebuilder";s:8:"TextArea";s:13:"customersince";s:8:"DateTime";}s:12:"customFields";a:2:{s:8:"industry";s:10:"Industries";s:4:"type";s:12:"AccountTypes";}s:20:"defaultSortAttribute";s:4:"name";s:15:"rollupRelations";a:3:{s:8:"accounts";a:2:{i:0;s:8:"contacts";i:1;s:13:"opportunities";}i:0;s:8:"contacts";i:1;s:13:"opportunities";}s:7:"noAudit";a:5:{i:0;s:13:"annualRevenue";i:1;s:11:"description";i:2;s:9:"employees";i:3;s:7:"website";i:4;s:14:"websitebuilder";}s:6:"labels";a:3:{s:8:"industry";a:2:{s:2:"en";s:8:"Industry";s:2:"nl";s:9:"Industrie";}s:14:"websitebuilder";a:2:{s:2:"en";s:20:"Website builder info";s:2:"nl";s:20:"Website builder info";}s:13:"customersince";a:2:{s:2:"en";s:14:"Customer Since";s:2:"nl";s:11:"Klant Sinds";}}} |
| 12 | Contact   | a:9:{s:7:"members";a:4:{i:0;s:11:"companyName";i:1;s:11:"description";i:2;s:7:"website";i:3;s:13:"customersince";}s:9:"relations";a:8:{s:7:"account";a:2:{i:0;i:2;i:1;s:7:"Account";}s:8:"industry";a:3:{i:0;i:2;i:1;s:16:"OwnedCustomField";i:2;b:1;}s:13:"opportunities";a:2:{i:0;i:4;i:1;s:11:"Opportunity";}s:16:"secondaryAddress";a:3:{i:0;i:2;i:1;s:7:"Address";i:2;b:1;}s:14:"secondaryEmail";a:3:{i:0;i:2;i:1;s:5:"Email";i:2;b:1;}s:6:"source";a:3:{i:0;i:2;i:1;s:16:"OwnedCustomField";i:2;b:1;}s:5:"state";a:2:{i:0;i:2;i:1;s:12:"ContactState";}s:7:"partner";a:3:{i:0;i:2;i:1;s:16:"OwnedCustomField";i:2;b:1;}}s:5:"rules";a:8:{i:0;a:3:{i:0;s:11:"companyName";i:1;s:4:"type";s:4:"type";s:6:"string";}i:1;a:4:{i:0;s:11:"companyName";i:1;s:6:"length";s:3:"min";i:3;s:3:"max";i:64;}i:2;a:3:{i:0;s:11:"description";i:1;s:4:"type";s:4:"type";s:6:"string";}i:3;a:2:{i:0;s:5:"state";i:1;s:8:"required";}i:4;a:2:{i:0;s:7:"website";i:1;s:3:"url";}i:5;a:2:{i:0;s:6:"source";i:1;s:8:"required";}i:6;a:3:{i:0;s:13:"customersince";i:1;s:4:"type";s:4:"type";s:8:"datetime";}i:7;a:3:{i:0;s:13:"customersince";i:1;s:15:"dateTimeDefault";s:5:"value";s:0:"";}}s:8:"elements";a:8:{s:7:"account";s:7:"Account";s:11:"description";s:8:"TextArea";s:14:"secondaryEmail";s:23:"EmailAddressInformation";s:16:"secondaryAddress";s:7:"Address";s:5:"state";s:12:"ContactState";s:6:"source";s:8:"DropDown";s:7:"partner";s:8:"DropDown";s:13:"customersince";s:8:"DateTime";}s:12:"customFields";a:3:{s:8:"industry";s:10:"Industries";s:6:"source";s:11:"LeadSources";s:7:"partner";s:7:"Partner";}s:20:"defaultSortAttribute";s:8:"lastName";s:15:"rollupRelations";a:1:{i:0;s:13:"opportunities";}s:7:"noAudit";a:3:{i:0;s:11:"description";i:1;s:7:"website";i:2;s:7:"partner";}s:6:"labels";a:4:{s:6:"source";a:2:{s:2:"en";s:6:"Source";s:2:"nl";s:4:"Bron";}s:5:"state";a:2:{s:2:"en";s:6:"Status";s:2:"nl";s:6:"Status";}s:7:"partner";a:2:{s:2:"en";s:7:"Partner";s:2:"nl";s:7:"Partner";}s:13:"customersince";a:2:{s:2:"en";s:14:"Customer Since";s:2:"nl";s:11:"Klant Sinds";}}} |

[Jason]

Did you clear cache? You do this by going to index.php/home/default?clearCache=1