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I have a new-ish NPSP Org (set up late last year) and am not seeing Lead convert behaviour like I am used to. 

 

I was expecting the standard NPSP Lead convert screen, where the User is not given the option to create/edit the Account, because it should always be a Household Account. Our form sends in 'Company Name' as -Individual- to facilitate this. See below for example...

 

Incorrect Lead Convert popup screen in NPSP org?

I am now getting a convert screen that seems more suited to a sales Org. See below. 

Lead Convert Screen I am getting.jpg

I, of course, do not want my Users to attach Contacts to Orgs Accounts, so I need to remove this option, at least. 

 

I do not have any other mobile actions available on the page layout. 

 

Can I ask if this is now standard, and if so, how do I prevent my Users from attaching Contacts to Org Accounts?! Thanks

 

#Leads

#Convert Lead

#NPSP

2 respuestas
  1. 6 feb 2023, 2:10

    @Libby O'Meara can you please make the convert button under leads is replaced with VF pages from NSPS package. 

     

    Object Manager>> Leads>> Actions and Buttons >> select convert and edit. 

    can you please make the convert button under leads is replaced with VF pages from NSPS package. Object Manager>> Leads>> Actions and Buttons >> select convert and edit.

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