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Due to the way ExchageLink changes the acticity leader to be Admin when a meeting is initiated by a non-slx user, there should be a way for activity member to complete an Activity in LAN where the leader is the Admin for SalesLogix 75 sp2. This has been resolved for the Web client (see Web Hot Fix 06 for slx 75P2).  Web HF 06 resolved this defect:  Defect 1-76699 Web Client: Activity members should be allowed to complete activities where the activity leader is the Administrator.  Can we work on a resolution here or can we get an explanation as to why it is possible in the web client and not LAN?

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Converting leads - Account Owner

Status: New
by Copper Contributor VishalKaravadra on ‎03-25-2013 03:30 AM

When you convert a lead, the owner of that lead changes to the default account owner of the user that does the conversion.

 

This causes a problem as now the user who manages those leads/new accounts (old owner) is no longer the owner and therefore cannot see the accounts.

 

Can we have an option that stops the owners changing when they are converted.

 

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