How can you edit the Convert Lead page?

[grecstar]

I've made changes to the Edit Opportunities page, but they don't seem to carry over when creating an Opportunity from Convert Lead. Any ideas?

[grecstar]

Such a lonely post. Can no one help me?

[andopes]

You need to modify the function getWideFormBody at modules/Opportunities/OpportunityFormBase.php

Cheers

[grecstar]

You need to modify the function getWideFormBody at modules/Opportunities/OpportunityFormBase.php

Cheers

Thanks Andopes,
I'm in OpportunityFormBase.php. How do I:
- Make the "Create Opportunity" box always checked
- Make Expected Close Date Not required
- Prefill the Opportunity name with the Account Name

Sorry I'm so new at this.
I greatly appreciate your help. Thank you.

[christianknoll]

You will need some php knowledge to do this, Either you take some lessons or you hire somebody to do it for you.

christian.

Thanks Andopes,
I'm in OpportunityFormBase.php. How do I:
- Make the "Create Opportunity" box always checked
- Make Expected Close Date Not required
- Prefill the Opportunity name with the Account Name

Sorry I'm so new at this.
I greatly appreciate your help. Thank you.

[sandeeplakshmi]

hello grecstar !!
here are the solutions for all the 3 modifications you asked for -

1. Make the "Create Opportunity" box always checked
sol :
In the Leads/ConvertLead.php page check for opportunities section (Commented by //OPPORTUNITY )
change the following line :

$xtpl->assign('FORMBODY',"<h5 class='dataLabel'><input class='checkbox' type='checkbox' name='newopportunity' onClick='toggleDisplay(\"newoppdiv\");'> ".$mod_strings['LNK_NEW_OPPORTUNITY']."</h5><div id='newoppdiv' style='display:none'>".$oppForm->getWideFormBody('Opportunities', 'Opportunities','ConvertLead', $lead , false));

to

$xtpl->assign('FORMBODY',"<h5 class='dataLabel'><input class='checkbox' type='checkbox' checked name='newopportunity' onClick='toggleDisplay(\"newoppdiv\");'> ".$mod_strings['LNK_NEW_OPPORTUNITY']."</h5><div id='newoppdiv' style='display:block'>".$oppForm->getWideFormBody('Opportunities', 'Opportunities','ConvertLead', $lead , false));


2. Make Expected Close Date Not required :
In Opportunities/OpputunityFormBase.php under the function getWideFormBody()
check for the line :
<td class="dataLabel">$lbl_date_closed&nbsp;<span class="required">$lbl_required_symbol</span></td>
change this to -
<td class="dataLabel">$lbl_date_closed&nbsp;
also, in the Opportunities/metadata/editviewdefs.php, in the "panels" array remove 'required'=>true' for "date_clode" -
old : array('name'=>'date_closed', 'displayParams'=>array('required'=>true)),
new: array('name'=>'date_closed', 'displayParams'=>array()),


3.Prefill the Opportunity name with the Account Name :
In Opportunities/OpputunityFormBase.php under the function getWideFormBody()
check for the line:
<td class="dataField"><input name='{$prefix}name' type="text" value="{$lead->opportunity_name}"></td>
change it to:
<td class="dataField"><input name='{$prefix}name' type="text" value="{$lead->account_name}"></td>

you r done

[grecstar]

Whooooo hoooo! Thanks Sandeep. That was perfect!
Worked like a charm!

Infinitely more helpful than christianknoll's response above.
Thank you very much for spending the time to help.

[letto]

Hi Sandeep,
I saw your helpful response to grecstar and wondered if you could give me a help too
Basically my is scenario is that I have Opportunities for Leads with empty account names.
So what I would like to do is when Converting a Lead, I want to copy the Account (name) that was selected in the Lead Conversion, to the Opportunity associated to that Lead.
Fyi: In my company the account will be populated from an external system, so at the time of Lead Conversion the account record will be there already, but we still want to make the link between account and leads in Sugar.

[pixprotom]

Hey, I am in v6.1.3 and there is no ConvertLead.php. How has this been replaced? and How can I get custom fields in Leads to be added to the Converted Account?

[jmertic]

Create Lead is entirely Studio driven now, so you can use the GUI interface to edit things.

http://developers.sugarcrm.com/docs/...n.html#1981518