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Default picklist value in an Opportunity, Contact, or Account is not set if the record is created from Lead conversion in Microsoft CRM

Article ID: 830360 - View products that this article applies to.

SYMPTOMS

Microsoft CRM supports default picklist values that are set when new Opportunity, Contact, or Account records are created. However, when you create an Opportunity, Contact or Account by converting an existing lead record, the default values are not set properly. Although they initially show correctly in the Microsoft CRM Web application, the database record actually stores NULL, rather than the appropriate default value.

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RESOLUTION

A supported hotfix is now available from Microsoft. However, it is only intended to correct the problem that this article describes. Apply the hotfix only to systems that experience this problem.

To resolve this problem, contact Microsoft Product Support Services to obtain the hotfix. For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft Web site:

http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS

(http://support.microsoft.com/default.aspx?scid=fh;%5Bln%5D;cntactms)

Note In special cases, charges that are ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem. The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

Important

The rest of the information in the article applies to Microsoft CRM version 1.0. For Microsoft CRM version 1.2, Microsoft Business Solutions CRM has a fix for these problems that is part of a cumulative update. The cumulative update information is described in the following Microsoft Knowledge Base article:

904435 Update rollup 2 is available for Microsoft CRM 1.2

Installation information

Install this update on Microsoft CRM server and client computers.

Prerequisites

To install this update, you must have Microsoft CRM version 1.0 installed.

Removal information

You cannot remove this update.

Restart requirement

If prompted, restart your Microsoft CRM server after installing this hotfix. You do not have to restart your client computer after you install this update.

File information

The English version of this hotfix has the file attributes that are listed in the following table. The dates and times for these files are listed in coordinated universal time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time tool in Control Panel.

Microsoft CRM version 1.0 and Windows 2000 Server or Windows Server 2003

   Date         Time   Version       Size     File name 
   ----------------------------------------------------------
   4-Feb-2004  07:40  1.0.3107.102  72,376  Microsoft.Crm.Pages.SFA.dll

Microsoft CRM version 1.0 and Windows 2000 Professional or Windows XP Professional

   Date         Time          Size     File name 
   ----------------------------------------------------------
   4-Nov-2003  07:40         13,568    edit.htm

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Properties

Article ID: 830360 - Last Review: December 21, 2005 - Revision: 2.0

APPLIES TO

Microsoft CRM 1.2
Microsoft Business Solutions CRM 1.0

kbhotfixserver kbqfe kbmbsmigrate KB830360

Retired KB Content Disclaimer

This article was written about products for which Microsoft no longer offers support. Therefore, this article is offered "as is" and will no longer be updated.

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