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Thread: Convert lead to contact without associating with account

  1. #1
    zxcvzxcv is offline Junior Member
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    Default Convert lead to contact without associating with account

    I am running the following:
    Sugar version: 6.1.3 / Sugar DB version: 6.1.3 / Sugar flavor: CE

    When I convert a lead to a contact, sugarcrm requires that I associate the person with an Account.

    Even if I uncheck "Create Account OR Select Account *" it still requires that I associate the lead/contact with an account.

    How can I just convert the lead to just a contact?

    My model links someone to an account if an agreement/contract has been made.

    I plan on making another module for "Companies/Partnerships" where I can link multiple people together.
    Last edited by zxcvzxcv; 2011-03-29 at 03:17 PM.

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Convert lead to contact without associating with account

    Copy convertdefs.php from modules/Leads/metadata to custom/modules/Leads/metadata (create the directory if not present), and then modify the $viewdefs['Accounts']['ConvertLead'] section to change required from true to false. Rebuild afterwards and try it out.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
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    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    Veritascredit is offline Sugar Community Member
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    Default Re: Convert lead to contact without associating with account

    Angel,


    Thank you so much for this, it seems like I've tried everything else but this, after following your instructions, my accounts field is no longer required.

    No i can start using my sugar instance the way i need to, which is B2C rather than B2B although i still have need to track accounts for B2B business,


    Thanks again.

  4. #4
    jlabuelo is offline Sugar Community Member
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    Default Re: Convert lead to contact without associating with account

    Hi Angel

    Searching for a solution for my issue I have found your post. I have created a module using Module Builder time ago, and now I need to move a field from "Non Required" to "Required".

    Do you know if it can be done easily by just modifying any kind of config file??

    Thanks a lot!!

  5. #5
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Convert lead to contact without associating with account

    If it is a field in custom module built via Module Builder, just go back into Module Builder and remove the "required" option from there and re-deploy it.

    IMPORTANT: Redeploying it will cause delete all customizations made to the same module via Studio or manually by placing files in /custom/modules/<your custom module>
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  6. #6
    jlabuelo is offline Sugar Community Member
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    Default Re: Convert lead to contact without associating with account

    Hi Angel

    Thanks a lot, but that is the problem, have several customization made with php code, and would not like to repeat it again (even it is copy and paste I am sure several tinny problems will appear!!).

    dont know about a possible solution???
    Cheers
    Last edited by jlabuelo; 2011-09-06 at 04:39 PM.

  7. #7
    jlabuelo is offline Sugar Community Member
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    Default Re: Convert lead to contact without associating with account

    Hi again Angel

    Sorry this was not the issue I got solved with Security Groups, I still need to change a field from non required to required.... with no "re-deployment" involved.... any possibility???

    Thanks

  8. #8
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Convert lead to contact without associating with account

    Yes, it is possible via a vardefs.ext.php file.

    Take a look at the sample code in thread (in Spanish). All you should need to do is update the references to the module name (and corresponding file location).

    http://www.sugarcrm.com/forums/f49/c...atorios-60425/
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  9. #9
    jlabuelo is offline Sugar Community Member
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    Default Re: Convert lead to contact without associating with account

    Thanks a lot Angel

  10. #10
    mangesh1757 is offline Sugar Community Member
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    Default Re: Convert lead to contact without associating with account

    Hi All,

    How about changing config.php file content,

    'require_accounts' => true,

    to

    'require_accounts' => false,


    even this should do the trick. :-)
    Mangesh1757
    mangesh1757@gmail.com
    India.

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