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Thread: Creating Lead History

  1. #1
    pstuart32 is offline Member
    Join Date
    Nov 2007
    Posts
    5

    Default Creating Lead History

    Is there a way in Sugar 4.5.1 that you can create a history of a Lead. For example if a lead comes in from a lead source (free product offer) and then two months later generates another lead (Requests Literature) can that show up under the orignal lead instead of creating a new lead. We want to save the fact that they got a free product and requested literature. Would like to find away to do this when writing to Sugar and not manually. Thanks.

  2. #2
    dpatech is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    NC
    Posts
    287

    Default Re: Creating Lead History

    This is a customization that could be done to Sugar if there were some field that could be relied on to uniquely identify the individual, such as e-mail address. You would have to add additional code to perform this check when you capture each lead. You may also have to add a new Leads sub-module to capture the individual Lead request details, since you will need to store some different data about each lead request.
    - Sugar Team
    dpa Technology LLC
    e-mail: dpaDeveloper@dpatechnology.com
    web: http://www.dpatechnology.com

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