Anyway to fill in the inductry field while creating a lead ?

[Casio2000]

Hi,

Is there anyway to fill in the industry field early in the the stage of creating the lead ? not while converting the lead to an account ?

Thanks a lot

[eggsurplus]

Yes, but it requires custom code to do so. Create a industry dropdown field for Leads using the same dom as that in accounts. Then when you do the conversion you'll have to override modules/Leads/ConvertLead.php to pass that field to the newly created account. Look for:
$account= $accountForm->handleSave('Accounts',false, false);

Then do something like:
$account->industry = $lead->industry_c;
$account->save();

You could instead add the industry field to the Account convert screen by going to modules/Accounts/AccountFromBase.php and adding it to getWideFormBody().

[Casio2000]

Yes, but it requires custom code to do so. Create a industry dropdown field for Leads using the same dom as that in accounts. Then when you do the conversion you'll have to override modules/Leads/ConvertLead.php to pass that field to the newly created account. Look for:
$account= $accountForm->handleSave('Accounts',false, false);

Then do something like:
$account->industry = $lead->industry_c;
$account->save();

You could instead add the industry field to the Account convert screen by going to modules/Accounts/AccountFromBase.php and adding it to getWideFormBody().

1st - thanks for taking the time to help - much appreciated
Considering I am not a developer, please excuse my question if it seemed dump.

Should I replace the 1st line with those 2 lines or what ?

right now it looks like that

     require_once('modules/Notes/NoteFormBase.php');
 
    $noteForm = new NoteFormBase();
 
    if(isset($account)){
 
 
 
        $_POST['AccountNotesparent_id'] = $account->id;
        $accountnote= $noteForm->handleSave('AccountNotes',false, false);
 
        }
    if(isset($contact)){
 
 
 
        $contactnote= $noteForm->handleSave('ContactNotes',false, false);
 
        }
    if(isset($opportunity)){
 
 
 
        $opportunitynote= $noteForm->handleSave('OpportunityNotes',false, false);
        } 
  

what should it look like ? and if I want to add in the website field too.

Thanks once more

[Casio2000]

Any help would be much appreciated.

Thanks

[eggsurplus]

If you're not a developer I highly recommend that you find someone that is for this. It will save you many headaches and potential troubles.