if you go to the lead and click the "plus" to create a lead - enter the last name - select the client and all the data is filled in = everything is fine
[file]24497[/file]
[file]24498[/file]
BUT if you use the hotkey "add lead processing"* and enter the last name, you cannot select the client and the data is not filled in!!
[file]24497[/file]
[file]24498[/file]
so if after this you click "create" - some of the data from the client card disappears
[file]24497[/file]
[file]24498[/file]
The screenshot shows that when you enter a last name and click on the client selection, only the word you entered for the search remains, but the rest of the data is not pulled up
[file]24497[/file]
[file]24498[/file]
[file]24497[/file]
[file]24498[/file]
[file]24497[/file]
[file]24498[/file]
if you go to the lead and click the "plus" to create a lead - enter the last name - select the client and all the data is filled in = everything is fine
BUT if you use the hotkey "add lead processing"* and enter the last name, you cannot select the client and the data is not filled in!!
so if after this you click "create" - some of the data from the client card disappears
The screenshot shows that when you enter a last name and click on the client selection, only the word you entered for the search remains, but the rest of the data is not pulled up
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