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Thread: Converting a Lead -> Contact with an attached module

  1. #1
    tobydz is offline Sugar Community Member
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    Cool Converting a Lead -> Contact with an attached module

    Objective:
    To convert a Lead to a Contact with a related module attached.

    Flow:
    1) Lead A has a child Module A associated to it (One to Many)
    2) End user converts Lead A to Contact A
    3) Contact A inherits Module A from Lead A

    I'm "fresh off the boat" in the world of SugarCRM customization, so as much detail is greatly appreciated!!

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Converting a Lead -> Contact with an attached module

    You can:
    copy the script modules/Leads/views/view.convertlead.php to custom/modules/Leads/views/view.convertlead.php;
    override the function handleSave() in order to relate to Contacts the same record from Module A currently related to Lead.

    Regards
    tobydz likes this.
    André Lopes
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  3. #3
    tobydz is offline Sugar Community Member
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    Default Re: Converting a Lead -> Contact with an attached module

    Thank you SO much!!!

  4. #4
    tobydz is offline Sugar Community Member
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    Default Re: Converting a Lead -> Contact with an attached module

    André - Is this the same process described in the Developer Guide as using a "Logic Hook" to override the original code?

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