after converting lead to account - details still appear in leads

[sunchaser]

Hi

We have just started using sugar and have a issue that when you put the information in leads, which are ultimatley converted into an account, the information still appears as a lead.

How is that possible?

I would have thought once a lead become interested they are no longer a lead and then become an account and the lead information should no be viewable from the leads tab

Daniel

[crmsiva]

Converting Lead to Account will just copy the lead info and create a account with the lead details. And it wont delete the lead, which involved in the conversion. It is the sugar default functionality. If you want to delete the lead, you can change the code to do so.

[sugarcane]

Hi Daniel,

Siva is right. The lead record is not deleted. You will notice that when you convert a lead into a contact/account, the status of the lead record automatically changes to a status of 'converted'. So you can easily filter out any leads by searching for any leads that do not have a status of converted.

You will also notice that the new account and contact are linked to the lead record when you scroll down to the leads subpanel of these modules. This lets you know that this person originally entered your system as a lead and converted into a contact and account (as opposed to just being entered into your system as a contact and account directly). The leads module could contain fields that don't exist in the contacts and accounts module.

This is the way the system was designed, so you would need to custom code to change this (for example, hide by default lead records with a status of converted). Another option could be to not use the Leads module at all, and instead just use a status field in the Accounts and Contacts modules to denote whether the record is a prospect, customer, supplier etc. This would depend on your business flow and needs.

[andopes]

Hi Daniel

A simple suggestion for accomplishing your requirement is to create a custom controller for Leads module (custom/modules/Leads/controller.php).
Inside this custom controller you implement the function action_listview, inside that function you can override the $this->bean as an instance of a new class which extends the default Lead class.
Inside that new class you implement the function create_new_list_query which is defined into SugarBean.
This function generate the $ret_array array which contains all parts for composing the sql query for the ListView.
You can modify the $ret_array['where'] to restrict the sql query for displaying only not converted Leads.

Take a look at these two piece of code:

custom/modules/Opportunities/controller.php

 <?PHP
require_once('include/MVC/Controller/SugarController.php');
require_once('modules/Opportunities/OpportunityInListView.php');
 
class OpportunitiesController extends SugarController {
    function action_listview(){
        $this->view_object_map['bean'] = $this->bean;
        $this->view = 'list';
        $GLOBALS['view'] = $this->view;
        $this->bean = new OpportunityInListView();
    }
}
?>  

custom/modules/Opportunities/OpportunityInListView.php

 <?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
 
class OpportunityInListView extends Opportunity {
    function OpportunityInListView() {
        parent::Opportunity();
    }
    
    function create_new_list_query($order_by, $where,$filter=array(),$params=array(), $show_deleted = 0,$join_type='', $return_array = false,$parentbean, $singleSelect = false){
        $ret_array = parent::create_new_list_query($order_by, $where,$filter,$params, $show_deleted,$join_type, $return_array,$parentbean, $singleSelect);
        $ret_array['select'] .= ", accounts.name account_name, jtl0.account_id account_id, jtl1.name agency_name, jtl2.name advertiser_name ";
        $ret_array['from'] .= "
LEFT JOIN  accounts_opportunities jtl0 ON opportunities.id=jtl0.opportunity_id  AND jtl0.deleted=0 
LEFT JOIN  accounts accounts ON accounts.id=jtl0.account_id AND accounts.deleted=0 AND accounts.deleted=0 
LEFT JOIN  accounts jtl1 ON opportunities.agency_id=jtl1.id AND jtl1.deleted=0 
LEFT JOIN  accounts jtl2 ON opportunities.advertiser_id=jtl2.id AND jtl2.deleted=0";
        $ret_array['where'] = str_replace("opportunities.agency_name", "jtl1.name", $ret_array['where']);
        $ret_array['where'] = str_replace("opportunities.advertiser_name", "jtl2.name", $ret_array['where']);
 
        return $ret_array;
    }
}
?>  

Cheers

[frown]

Old thread I know, but thanks so much as always, Andre! You are a gem!

For those of us (like me!) new to code, the specifics to make it work to not show converted Leads are as follows (this is for a v6.2.0 instance).

/custom/modules/Leads/controller.php:

 <?PHP
require_once('include/MVC/Controller/SugarController.php');
require_once('custom/modules/Leads/LeadInListView.php');
 
class LeadsController extends SugarController {
    function action_listview(){
        $this->view_object_map['bean'] = $this->bean;
        $this->view = 'list';
        $GLOBALS['view'] = $this->view;
        $this->bean = new LeadInListView();
    }
}
?>  

/custom/modules/Leads/LeadInListView.php

 <?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
 
class LeadInListView extends Lead {
    function LeadInListView() {
        parent::Lead();
    }
 
    function create_new_list_query($order_by, $where,$filter=array(),$params=array(), $show_deleted = 0,$join_type='', $return_array = false,$parentbean, $singleSelect = false){
        $ret_array = parent::create_new_list_query($order_by, $where,$filter,$params, $show_deleted,$join_type, $return_array,$parentbean, $singleSelect);
        $ret_array['where'] .= " AND converted = 0";
 
        return $ret_array;
    }
}
?>