convert lead - add industry and type

[raynor]

When converting a lead, the business guys wanted to add in the Account Industry and Account Type to the convert section.

They also wanted the Opportunity Type added to the Opportunity section.

I got the Opportunity part done ok, but the Account section is not working yet, using the same approach.

I edited modules/Account/AccountFormBase.php and added the following code, however it is not populating the drop down fields. Any ideas?

<tr>
<td nowrap class="dataLabel">Type: <span class="required">${lbl_required_symbol}</span></td>
</tr>
<tr>
<td nowrap class="dataField"><select name='{$prefix}account_type'>
EOQ;
$form .= get_select_options_with_id($app_list_strings['account_type_dom'], "");
$form .= <<<EOQ
</select></td>
</tr>

<tr>
<td nowrap class="dataLabel">Industry: <span class="required">${lbl_required_symbol}</span></td>
</tr>
<tr>
<td nowrap class="dataField"><select name='{$prefix}industry'>
EOQ;
$form .= get_select_options_with_id($app_list_strings['industry_dom'], "");
$form .= <<<EOQ
</select></td>
</tr>

[websitedesigner]

Hey mate how did you get on with this one?

[raynor]

I'm now using it.
It's not upgrade-safe, and it relied on me hardcoding the dropdown values, so I have to manually keep it up to date. Also need to be careful with changes to the displayed name versus the internal name.

So I added stuff like this before the EOQ

<tr><td nowrap class="dataLabel">Industry: <span class="required">${lbl_required_symbol}</span></td></tr>
<tr>
<td nowrap class="dataField"><select name='{$prefix}industry'>
<option label="" value=""></option>
<option label="Advertising and Communications" value="Advertising and Communications">Advertising and Marketing</option>
<option label="Associations" value="Associations">Associations</option>
<option label="Banking and Finance" value="Banking and Finance">Banking and Finance</option>
<option label="Education and Training" value="Education and Training">Education and Training</option>
<option label="Employment and HR Services" value="Employment and HR Services">Employment and HR Services</option>
<option label="FCMG" value="FCMG">FCMG</option>
<option label="Hospitality and Tourism" value="Hospitality and Tourism">Hospitality and Tourism</option>
<option label="Insurance and Superannuation" value="Insurance">Insurance and Superannuation</option>
<option label="Other" value="Other">Other</option>
</select></td>
</tr>

[jrp918]

Any field items that you want to have converted must be identically labeled in the STUDIO under

Leads -> Fields, Labels and Layouts

Accounts -> Fileds, Labels and Layouts

So if you want a custom field carried over for example: "item_c" would be created in "Fields" identically in all the places you want it carried to. Then just add it to the Layout Views and it will show up there. No need for any php modifications

Good luck

[jrp918]

Hi raynor

Did you get the Account Type to auto populate during the convert lead using the code you posted? I was wondering if the code you posted was working and how you got it to work with "TYPE"?

Thanks
Jeff
Arizona, USA