I know in CRM 2011 you can not convert a contact to lead. Is it possible in CRM 2013 .
In simple words i have created a contact and grouped it in to a account. I would like to convert this contact in to lead so that i can make a sales entry.
Strange all leading CRM package provides this , in 2011 its not available is it there in 2013.
This functionality is not available out of the box. However, there are a number of ways to implement this.
The easiest would be to create an 'On Demand' Workflow - that creates a Lead with information from the Contact. This can be run manually against specific Contacts - as I presume you don't want to do this for every Contact.
The alternative is to use the SDK, you could create a Lead from the information in the Contact and have a Ribbon button to invoke the SDK code.
Typically, you would convert (Qualify) a Lead into to an Account, Contact and/or Opportunity. It is unusual to convert a Contact to a Lead.
I think your problem is one of terminology, not functionality.
If you want to record a new potential sale for an existing Account or Contact, the most obvious thing to do would be to create an Opportunity.
If for some reason you want to create a potential potential deal, and want to use a Lead to hold this so you can do a more formal pre-qualification before you get to Opportunity, then just create a Lead linked to the Contact and Account. Since there is a relationship there already, you cold do this by adding a sub-grid on the Contact form, or adding Leads to the navigation on the form (like any other child entity).
You don't need to "convert" the Contact, keep that as it is and just add another record to represent the possible new sale.
Related
How do you list purchase orders using the Microsoft Dynamics WebAPI?
Similarly, how do I list purchase orders with their line items using WebAPI?
I am having a real hard time finding decent and clear documentation on using WebAPI to find purchase orders, and especially purchase order line items, so any help would be appreciated. I just need a good starting point. Even some library would help, as I could look at what the library is doing and maybe try to mimic it.
My client has two customer types (enterprises and individuals), he wants to propose different prices regarding the customer type. This customer type should be defined when the customer creates its account. I still haven't found a solution to do this automatically : after account creation depending on whether the customer said he is an enterprise or an individual, I want that the right price is automatically selected. Do you have any idea of how to do this without a manual user role given ?
Before registration, is it possible de display both prices so that the enterprise also knows what it will have to pay if it registered ?
That would be awesome if you have any idea of plugins doing this or how to code this.
Thanks a lot
Have a good day !
I believe you are looking for a what will be called a Wholesale User Plugin. There's a handful of them out there that you could look into. It will allow you to set up multiple user roles with different pricing structures.
We'd like a sort of overview report regarding our petitions in CiviCRM. It would be great to have two pie charts, one showing contacted and signed % and contacted but not signed %, and another pie chart showing the results of our one-question poll (Yes, No, Maybe).
Ideally the charting would be integrated into CiviCRM so we don't need to do custom code to get charts every time we run a poll.
I can't find anything to do this on the CiviCRM forums and my question there is unanswered.
Would this be better done in Drupal Webforms?
This is probably a job for a custom report template. The issue is that you're not just looking at petition signature activities; you're comparing that against being "contacted". CiviCRM won't know off the bat what you mean by that. Is it receiving an email? Having a phone call activity? Having any activity in X campaign?
The custom report template would need to extend the activity report to include contacts who are involved in two activities: being "contacted" and signing the petition. Really, it's not a report of petition signatures--many won't have signed anything--it's a report of being "contacted", so you'll need to be able to filter out what that is (and distinguish these activities from being contacted with a different ask).
You'll need to have the report template make joins from the "contacted" activity to the civicrm_activity_contact table, then to the same table (to find other activities the same contact is involved with), then to the civicrm_activity table again to get the petition signatures. Once you have the basics working there, you can add in columns and filters, and after that, you can give the report a pie chart display.
Once you have all this set up (and it is a bit significant--my shop would charge for 5-10 hours of work), you could use the regular interface to pick which petition and what criteria should be used for identifying those being "contacted". You could have a bunch of saved report instances for that single template, so you wouldn't need to write any new code unless a CiviCRM upgrade interfered with things.
Here's the reference for how to create custom report templates:
http://wiki.civicrm.org/confluence/display/CRMDOC/Create+a+Report-Template+Extension
I'm sorry if this is not within the acceptable question guidelines for Stack Overflow, but I am feeling stumped, and I feel that what I'm trying to do might just be incredibly simple for some of the veterans here.
I've set up an Ubercart on a Drupal installation for a small gym website. What they are wanting is to allow a customer to register and pay for various memberships for their children (youth flag football, teeball, etc.). One person may come back and sign up multiple times throughout the year, and each customer may have multiple children who can each participate in multiple programs.
What I'm thinking is to disable anonymous checkout on Ubercart. The customer billing address will be the saved information for the "parent." I'm thinking that the parents could create Members (their children) which could be stored in a content type called Members and the Members could be linked to the programs of which they are a member via entity reference. The children could maintain their relationship to their parents by authorship.
I've been trying to work through this for the last few hours. Does anyone know of a way the I can accomplish this--maybe with rules? I'm thinking some kind of credit system in which for each quantity of a membership (per program) that they pay for, they get one "credit" to create one entity reference between a member and a program.
Any brainstorming and help on this topic would be majorly appreciated. Thanks.
Your use case sounds more like event registration than selling memberships. Each class would be an event that parents would register their children for. It may seem like overkill here, but I would use something like CiviCRM or RedHen CRM for this. Both support the concept of relationships between members and provide event management tools. You could make each class an event that people would sign up for, pay (they could even register multiple children at the same time) and get a receipt. The event history information would be stored so parents could sign in and see what each child has done. You could even make the list of kids in the class public so parents could see who else is in the class.
Afterward, it would be easy to put together a survey to send to the "attendees" to get feedback on the event/class and notify them about future events. I can think of a dozen different things that these systems cover that you may need in the future (early bird event registration, special pricing for returning parents/children, activity reports to email to parents every year so they can see what their children did...).
You may be able to pull together modules and custom content types (Ubercart Event Registration module as a starting point), but a CRM would provide the things you are looking for now, and the features your customer will be asking for in the future.
Does anyone with DotNetNuke have experience with downloadable content with a shopping cart?
There is a client using CatalooK as their shopping cart. They sell user manuals for a range of car models (one car has multiple user manuals in different languages) but did some test and this is we found so far:
If we have all the downloadable manuals users in the ‘All Users’ role will have access to all the downloadable content by anyone
When a user registers (either from the Login page, or through purchasing a product from the cart), a user account is automatically created for them and are assigned the role as ‘Registered Users’. This solves the problem of having all users access to the content – can just change the permission for the downloadable items to only display for 'Registered User' only
However, anyone can register themselves on the website and automatically be assigned a ‘Registered Users’ role, therefore getting access to the manuals without having paid for them
A step further would be to require the manual adding of user accounts to a new role called ‘Downloads’ which would be the only users within the 'Downloads’ role to have access to the downloadable manuals
Problem here is, if a user purchases 1 downloadable item and they are added to the ‘Downloads’ role, they will also be given access to all of the other downloadable manuals – as they are in the same role
So I guess the workable solution would be to create a new role for every car model to allow people in each car model role access to the downloads – which would also mean manually adding the role of every group purchased to that user’s accounts.
Anyone have any experience or alternatives to this to make it more automated and secure?
Basically no body has access to the downloads unless you have purchased the products.
Upon purchasing some shopping carts send you an email with a unique link to the downloadable so they can access it that way. In your situation you also want them to be able to see the documents on the site at anytime after purchasing them, which makes sense.
Catalook has a 'Your Orders' module, does that show you the document or electronic item you purchased? That might be an option.
But worst case, I guess you can implement your 1 role per product. Sounds like a lot of work though! Or, do some custom :]coding.
Based on your situation the cart I use the most DNNspot (mine) - it would be similar to Catalook. Where you would need to create a role per product. Or use the orders module to show your previous orders which would link to your document you bought.
How good is your SQL? You could use the core DNN 'reports module' If you analyze the database and orders table - with a little bit of SQL you could setup a custom Report and maybe solve this.
This is very interesting an challenging. probably, this is not supported by catalook store module by default. If you are looking to implement a new simple module, there are some simple solutions to this.
Using personalization: you can use dnn's personalization provider to store user products. initially empty, and as user purchases the products, you can add comma separated list of productid to maintain it smartly. check that values back to validate downloads
Using custom user profile property and use it in same way as [1] above
Email option suggested by #Ryan is good option when you want to allow users to download manually only via email links. But again, you will still need to validate if a user is allowed to download that product or not that you can achieve via the above suggestions.
Let me know if you need more help with this, I have good experience to deal with catalook specific small modules for such extensions.
Happy coding