Custom Button

Custom Button

Good afternoon.

I'm currently trying to program a Custom Button to convert a Lead into a Customer.

I have it at a stage where it works, the Lead remains in place and a Customer is created and the information required is transferred, however I'm having an issue with a couple of things:

- I'm unable to get the Trading Name and Company Reg to move across to the Customer fields, even though I have set everything up in the same way as far as I can see
- I would like to set a Pick List on the Lead to a specific value (Sold) whenever the button is activated - is there a way I can trigger this too?


Many Thanks,

Zayd