Rename or Merge Lead

ERPNext
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1

Hi,

I have noticed that the DocType Lead is not set to be renamed or merged as of now. Is there a specific reason for this?

The case that we find every now and then is the following:
A Lead contacts us via the Webform. This will create a Lead and an Opportunity. We are in communication with the Lead and then receive a new e-mail from a different Contact from this lead. This will then create a new Lead and new Opportunity. The Opportunity I can merge with the existing and link the new Contact with the existing Lead. Now I am left with a second Lead which is in a stale state. Is there a reason for this?

Thank you for clarifying

Best
Wolfram

2

@wojosc ERPNext cannot differentiate between the two Leads since the same Lead used two different contacts.

That being said, you can create a Client Script to merge the contact info of the second Lead to the first, then remove the second.

3

Thank you for your input.

I am referring to this DocType function shown in the documentation here:
https://phamos.eu/kb/core//dokumente-doctypes-zusammenführen

If this was active I might to clean up more easily. E.g. the DocType Customer is mergeble and follows a very similar structure with how Contact and Address is linked. This is also possible.

4

https://github.com/frappe/erpnext/pull/31731

5

@wojosc Can you check Allow Rename box if you customize the Doctype? I haven’t tried that myself, so give it a try.

6

setting the option to rename a doctype is not something you can do on standard doctypes in erpnext. This would require setting the developer mode which is not possible via frappe cloud.