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How to change default currency?, The invoice currency remains set to USD when I have set my reporting currency to (my new) GBP.
Hi Yana,

That I understand but I when I create a new lead, the drop down list defaults to USD. I have to manually change to ZAR.

What would work better is if you set your default currency to ZAR, that across the CRM (Leads, deal etc). When a new lead is created, it should default the currency in the list to ZAR, in our case.

Is this possible?
How to change default currency?, The invoice currency remains set to USD when I have set my reporting currency to (my new) GBP.
Hi,

I have followed this but our leads are still defaulting to USD. How do I get it to default to our currency (ZAR)?
Custom View Issues, CRM Section - Company and Contact, Custom View in Edit Mode not showing for users.
Hi Yana,

We also need this feature. I also spent the morning customizing the form layouts only to find it was only related to my views (admin) and not the users. It's quite tedious to have to duplicate the view setting across 8 other users.

Where can we track the implementation of new features? I'm also eagerly awaiting the ability to link custom fields across modules, eg when a lead is converted, pull the custom field info into the contact, company and deal custom fields automatically.

Thanks again for a great service, Bitrix is a great platform and can only get better from here.
Converting Lead to Contact, Company and Deal with Custom Fields
Thanks Yana,

I'll think of a work around for now.

Thanks for a great product and fast support.
Custom Fields didnt save upon converting to Contacts
Hi Yana,

Has this feature been implemented yet? I would also like to be able to convert custom lead fields to contacts, company and deal when converting.
Converting Lead to Contact, Company and Deal with Custom Fields
Hi,

I'm busy getting Bitrix24 ready for deployement within our company. I am however hitting a snag.

I have created custom fields in Company, basically a more detailed address option with fields for street, suburb, city, zip code and province. This will be used for accurate reporting for our reps. The same has been done in the leads module.

When a lead is converted, how do I get the address fields to pull across into the Company fields?
Also, How do I remove the default fields in the conversion screen? I have removed them in the company view but they show in the conversion page and my custom fields are listed under a tab called "other".

Thanks in advance for the help,
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