Convert button for Custom modules
I'm in the process of setting up our CRM from scratch and redesigning all of the modules.
Currently I'm working on the front end and 3 modules in particular -
Customers (Renamed from Accounts)
Initial data will be imported as Leads. Once this has progressed with the potential customer, I want to be able to use a Convert button to input these into Customers (and also Contacts if possible), mapping a number of fields - an example being Phone which is in all 3 modules.
I have seen a number of posts explaining this but none of the scripts have worked for me after I've messed around with the fields. I'm able to get it to Save but when I press to button to execute it nothing happens. I've been round in circles and I think I'm now just at the point where I'm confusing myself and overlooking something very simple!
Please could someone provide a sample script with all of the key parts and then an example line for field mapping? I'm happy to write the rest myself and ensure everything crosses over, I just need pointing in the right direction.
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