Convert button for Custom modules
Hi there.
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 -
Leads (CustomModule1)
Customers (Renamed from Accounts)
Contacts (CustomModule2)
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.
Many thanks,
Mike