Question

Hi Support, I need help with this one. The Leads section works as follows: when you qualify or disqualify a lead, then account and contact are automatically created, which are respectively linked. What should I do not to create and link them after I disqualify the lead?

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Dear Angela,

The business-process processing the Lead Qualification is checking the system setting "Create new account on lead qualification" before creating Contact and Account. If you change this system setting the process won't create new Contacts and Accounts.

With best regards,

Olvier

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Question

Hey Folks,

   I am having some difficulties customizing somethings on lists (either section lists or details lists). So my issues are as follow, please answer even if you dont know all the items :):)  Will help me a lot ;)

1) When in TILE VIEW mode, how do I define how to order the list? I have a date column and I would like it to be the order parameter

2) I have seen some examples (the default Contact Section that comes with Studio) where in the TITLE VIEW a picture of the contact is shown, or even the logo of company etc. How do I make that? I got to configure it in the page for edition, so I there can define a picture for my Students, but I can't find a way to show it also in the section list.

3) One of the columns of my object store html code, so when I show it in the Tile View, the html vanishes :(:(  and only the plain text (no html tags) is shown... Is there a way to show it as a html content?

4) Where are the definitions of the lists stored? I tried to find it in the schemas but there is no object defining it. Is it in the database? If so, does anyone know in which table?

 

Thank you very very much!

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Сan you please help me with this thing? I want to add the product image to the printed order form. I add a new column in the form "Product.Image.Diminished image for viewing", I add a field to the template using the plugin. But when I print I only see the name of the product. Am I doing anything wrong or it's not possible at all?

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How to modify a project resource to be an external contact.  It seems when creating a new resource for a project, only internal contacts are available.

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The button to create new client from the consultation panel doesn't work. If the client's search has failed, this button doesn’t work, when you click on it, nothing happens. We didn’t change any processes related to the buttons. Maybe any related process is somehow disabled?

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