SAP Knowledge Base Article - Public

2662803 - Lead to Account and Contact Association Deletes Values for Relationship Fields on New Contact

Symptom

On account and contact conversion of leads, the relationship information of new contacts is deleted.

Environment

SAP Hybris Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Leads view.
  3. Click on New.
  4. Maintain an existing account and a new contact name.
  5. Save and open.
  6. Edit the Contact section by maintaining relationship information such as phone number or department.
  7. Go to Actions: Associate Account and Contact.
  8. Select the proposed existing account from the duplicate check.
  9. Save and open.

Result: The maintained relationship information for the contact has been deleted.

Resolution

This is currently the expected system behaviour.

The enhancement of lead association/conversion has been added to the product backlog and is planned to be included in a future release, so that all contact relationship is taken over for new contacts of an existing account.

Keywords

account and contact association, lead conversion, deletion on contact association, value deletion in leads , KBA , LOD-CRM-LM , Lead Management , Product Enhancement

Product

SAP Cloud for Customer all versions