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In Frappe CRM, when a lead is created and we attempt to convert it into a deal, a dialog box appears with two options: "Choose Existing Organization" and "Choose Existing Contact."
Currently, when selecting a contact, we only see the Contact ID, which makes it challenging for users to identify the correct contact. To streamline the process, it would be helpful if the Contact Name could be displayed beneath the Contact ID in the dialog box.
Expectation: Please add the Contact Name below the Contact ID in the "Convert to Deal" screen under the "Choose Existing Contact" option.
I've attached relevant screenshots for your reference.
Thanks,
Ram.
The text was updated successfully, but these errors were encountered:
Hi Team,
In Frappe CRM, when a lead is created and we attempt to convert it into a deal, a dialog box appears with two options: "Choose Existing Organization" and "Choose Existing Contact."
Currently, when selecting a contact, we only see the Contact ID, which makes it challenging for users to identify the correct contact. To streamline the process, it would be helpful if the Contact Name could be displayed beneath the Contact ID in the dialog box.
Expectation: Please add the Contact Name below the Contact ID in the "Convert to Deal" screen under the "Choose Existing Contact" option.
I've attached relevant screenshots for your reference.
Thanks,
Ram.
The text was updated successfully, but these errors were encountered: