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Customize convert lead dialog box RRS feed

  • Question

  • Hello,

    I want to customize the  convert lead dialog box in order to remove one of checkboxes (contact, Account, opportunity).

    Thanks for your help.
    Friday, May 15, 2009 2:08 PM

Answers

  • Hi.

    It can be done only in unsupported way.

    Open folder C:\Inetpub\wwwroot\SFA\leads\dialogs
    Open file conv_lead.aspx

    Replace code

    function window.onload( )
    {
    crmOwnerLookup.attachEvent("onchange", updateUIState);
    crmCurrencyLookup.attachEvent("onchange", updateUIState);



    butBegin.disabled = true;

    updateUIState();
    }

    with code

    function window.onload( )
    {
    crmOwnerLookup.attachEvent("onchange", updateUIState);
    crmCurrencyLookup.attachEvent("onchange", updateUIState);



    butBegin.disabled = true;

    updateUIState();

    document.getElementById('cbAddAccount').style.display = "none";
    document.getElementById('cbAddAccount').parentNode.parentNode.childNodes[1].childNodes[0].style.display = "none";
    }


    Truth opens to prepared mind. My blog - http://a33ik.blogspot.com
    Friday, May 15, 2009 2:24 PM
    Moderator
  • Andriy,

    Your code works like a magic
    I was able to hide Opportunity options by replacing cbAddAccount with cbAddOpportunity.
    How can you also hide Potential Customer and Currency that are disabled anyways unless you check Opportunity checkbox?

    Thanks in advance!
    • Marked as answer by w.benamor Thursday, June 11, 2009 8:39 AM
    Monday, June 8, 2009 9:00 PM

All replies

  • Hi.

    It can be done only in unsupported way.

    Open folder C:\Inetpub\wwwroot\SFA\leads\dialogs
    Open file conv_lead.aspx

    Replace code

    function window.onload( )
    {
    crmOwnerLookup.attachEvent("onchange", updateUIState);
    crmCurrencyLookup.attachEvent("onchange", updateUIState);



    butBegin.disabled = true;

    updateUIState();
    }

    with code

    function window.onload( )
    {
    crmOwnerLookup.attachEvent("onchange", updateUIState);
    crmCurrencyLookup.attachEvent("onchange", updateUIState);



    butBegin.disabled = true;

    updateUIState();

    document.getElementById('cbAddAccount').style.display = "none";
    document.getElementById('cbAddAccount').parentNode.parentNode.childNodes[1].childNodes[0].style.display = "none";
    }


    Truth opens to prepared mind. My blog - http://a33ik.blogspot.com
    Friday, May 15, 2009 2:24 PM
    Moderator
  • Andriy,

    Your code works like a magic
    I was able to hide Opportunity options by replacing cbAddAccount with cbAddOpportunity.
    How can you also hide Potential Customer and Currency that are disabled anyways unless you check Opportunity checkbox?

    Thanks in advance!
    • Marked as answer by w.benamor Thursday, June 11, 2009 8:39 AM
    Monday, June 8, 2009 9:00 PM
  • Hi Andriy,

    How to hide the Potential Customer and how to change the Radio buttons text.

    Please help me in this how can we do this.  

     

    Thanks,

    Yadav


    Yadav
    Sunday, April 10, 2011 12:41 PM
  • Hi Andriy,

    How to change the radion buttions text message in lead convert dialog window.

    Please help in this.

    Thanks,

    Yadav


    Yadav
    Monday, April 11, 2011 2:19 PM
  • Hi,

    I am using crm online and i want tofilter the lookup of parent customer in converted lead dialogue box so, Please help me out.

    Thanks

     

     

    Wednesday, January 18, 2012 9:37 AM
  • Good Day Andrii,

    I think this can also be done on MS CRM 2011, is this correct?, if so how can we prevent this from affecting other Organizations, say we have 4 orgs on our environment but only want to edit "convert lead webpage" for only one org and not affect the rest of the orgs.

    Thanks.


    Thabiso Motloung "Those who say it cannot be done, should interrupt those who are doing it"


    Friday, February 24, 2012 12:24 PM
  • Good Day Andrii,

    I think this can also be done on MS CRM 2011, is this correct?, if so how can we prevent this from affecting other Organizations, say we have 4 orgs on our environment but only want to edit "convert lead webpage" for only one org and not affect the rest of the orgs.

    Thanks.


    It can be done only in unsupported way.

    Open folder C:\Inetpub\wwwroot\SFA\leads\dialogs
    Open file conv_lead.aspx

    Replace code

    function window.onload( )
    {
    crmOwnerLookup.attachEvent("onchange", updateUIState);
    crmCurrencyLookup.attachEvent("onchange", updateUIState);



    butBegin.disabled = true;

    updateUIState();
    }

    with code

    function window.onload( )
    {
    crmOwnerLookup.attachEvent("onchange", updateUIState);
    crmCurrencyLookup.attachEvent("onchange", updateUIState);



    butBegin.disabled = true;

    updateUIState();

    document.getElementById('cbAddAccount').style.display = "none";
    document.getElementById('cbAddAccount').parentNode.parentNode.childNodes[1].childNodes[0].style.display = "none";
    }


    Truth opens to prepared mind. My blog - http://a33ik.blogspot.com



    Thabiso Motloung "Those who say it cannot be done, should interrupt those who are doing it"

    Friday, February 24, 2012 12:27 PM