SAP Knowledge Base Article - Public

2568923 - Fields are Blank or Greyed Out When Converting Or Associating Lead to Account or Contact

Symptom

You are not able to fill in the address fields when converting or associating a Lead to an Account/Contact. Address fields are greyed out and you cannot change them to be editable via Edit Master Layout; it is only possible to fill in the address fields after saving and opening Account/Contact.

Other fields are blank even though they have a value in the Lead.

Environment

SAP Cloud for Customer

Reproducing the Issue

Prerequisite: You have already created a Lead which is ready to be converted or associated to Account/Contact.

  1. Go to the Sales work centre.
  2. Go to the Sales Lead view.
  3. Select New and enter all necessary details.
  4. Open the Lead ABC (ABC represents the ID of the Lead).
  5. Select Actions and Convert to Account & Contact.
  6. The address fields are greyed out/ some fields are blank.

You expect that address fields are editable / other fields are filled with the value from the Lead when converting or associating a Lead to an Account/Contact before choosing Save and Open.

Cause

Actions Associate and Convert to Account & Contact are more of a display screen. Here you check the data that is entered in the Lead and confirm it to avoid duplicates when creating Accounts/Contacts. This is the reason why the conversion screen gives only a few fields, many of them are read-only or blank and cannot be changed via Edit Master Layout.

Resolution

It is possible to edit this data immediately from Account/Contact which was created. This is the expected system behaviour.

  1. Go to the Customers work centre.
  2. Go to the Accounts view.
  3. Select the account ABC and open it.
  4. Select Edit.
  5. You are able to edit the address fields and fill the other fields.

Keywords

lead, fields, convert to account and contact, associate to account and contact, greyed out, blank , KBA , LOD-CRM-LM , Lead Management , Problem

Product

SAP Cloud for Customer all versions