Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
disappearing notes RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    when converting leads into accounts, notes that have been entered in the lead's notes and activities notes field, do not get added to the accont that is created.

    anyone experience this and/or have a fix?

    regards

    Jamie

    Monday, January 13, 2014 4:34 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Jamie,

    OOB Lead conversion functionality doesn't copy the notes. You can refer to the notes by viewing the deactivated lead. That said, you can achieve what you are after using a plugin. Refer this 


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Monday, January 13, 2014 5:04 PM
    Monday, January 13, 2014 5:04 PM