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Thread: When converting a lead into a contact -can a record connected to that Lead be moved?

  1. #1
    Socal is offline Member
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    Default When converting a lead into a contact -can a record connected to that Lead be moved?

    I have created a simple module which provides additional information to certain Contacts.
    However the module is also relevant to certain Leads.

    When the Lead is converted into a Contact, can the record from my associated new module be removed from the Lead and reconnected/recreated to the Contact if that particular Lead had such a connected record?

    Once the lead is converted - I do not need to retain the connected new modules record to that converted Lead s long as the record is connected/recreated against the newly created Contact.

    At the moment, I am having to delete the new modules record from the Lead and re-enter it into the new Contact.. (painful)...

    Thanks

  2. #2
    davidboris is offline Sugar Community Member
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    Default Re: When converting a lead into a contact -can a record connected to that Lead be mo

    Hi,

    Sugar doesn't provide that facility till now. But you can do this by creating a logic hook.
    Thumbs up.

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  3. #3
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: When converting a lead into a contact -can a record connected to that Lead be mo

    Quote Originally Posted by Socal View Post
    I have created a simple module which provides additional information to certain Contacts.
    However the module is also relevant to certain Leads.

    When the Lead is converted into a Contact, can the record from my associated new module be removed from the Lead and reconnected/recreated to the Contact if that particular Lead had such a connected record?

    Once the lead is converted - I do not need to retain the connected new modules record to that converted Lead s long as the record is connected/recreated against the newly created Contact.

    At the moment, I am having to delete the new modules record from the Lead and re-enter it into the new Contact.. (painful)...

    Thanks
    It requires some php and sugar development skills.
    Are you able for that?
    You need to create a logic_hook before_save on Contacts, check if the action is ConvertLead and then update the associated new module.

    Kind regards
    André Lopes
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  4. #4
    Socal is offline Member
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    Default Re: When converting a lead into a contact -can a record connected to that Lead be mo

    Thanks. I will have to read up on these logic hooks to determine what the process involves.

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