Symptom
You are editing Leads using the Quick Edit option, but noticed that the Currency field is not editable in Quick Edit.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to the Sales
- Go to the Leads
- Open any lead
- Observe: the Currency field is not available in Quick Edit
Cause
The Quick Edit option in Leads is a feature that allows users to quickly edit certain fields directly from the list view without having to open the individual lead record. However, this feature is limited to certain fields only.
The "Expected Value" field is one of the fields that can be edited using the Quick Edit option. This field represents the potential revenue from the lead. On the other hand, the "Currency" field is not editable using the Quick Edit option. This is because the currency is a more complex field that may be linked to other parts of the system, and changing it could have wider implications. Therefore, to edit the "Currency" field, you would need to open and edit the lead.
Resolution
Expected system bahaviour
Keywords
Quick Edit, Currency, Expected Value, Leads , KBA , LOD-CRM-OPP , Opportunity Management , Problem