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How do I change Lead conversion NOT to default to create New?

Francesca Shiekh

The v14 upgrade changed the default behavior of lead conversion (?) to creating a new Contact and keeping the panel closed.

This is causing behavior that promotes duplicates when name spellings are not exact or nicknames are used, and creates confusion because the "Search" option is not displayed unless you "Reset"

I would like to change the default behavior to search/create instead

Is it possible to do that within the framework?

If not, any suggestions on code customizations?

Thanks,

FrancescaS

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     It should do a `<module>/duplicateCheck` request automatically for both Contacts and Accounts. If it finds a result it shows you the ignore create new / select buttons, otherwise it will assume its all good and automatically have the panel closed as it requires no User input. If you have required fields in the view it will not auto close the panel however as it requires User input to be able to mark the Contact / Account as ready to be created.

    You should be able to customise this logic as its a all done within the JS and then when you press Save and Convert it sends the data off to the server to process. From memory there are a few convert / main-convert views and layouts in Leads but I haven't personally customised it to know the exact file you'd need.

    Equally you could update the duplicate check settings for Contacts which are on the $dictionary as you would have the same problem in Contacts create view directly.

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     It should do a `<module>/duplicateCheck` request automatically for both Contacts and Accounts. If it finds a result it shows you the ignore create new / select buttons, otherwise it will assume its all good and automatically have the panel closed as it requires no User input. If you have required fields in the view it will not auto close the panel however as it requires User input to be able to mark the Contact / Account as ready to be created.

    You should be able to customise this logic as its a all done within the JS and then when you press Save and Convert it sends the data off to the server to process. From memory there are a few convert / main-convert views and layouts in Leads but I haven't personally customised it to know the exact file you'd need.

    Equally you could update the duplicate check settings for Contacts which are on the $dictionary as you would have the same problem in Contacts create view directly.

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