Convert Lead Process - Need to Remove Custom Fields

[jjwdesign]

Concerning the CovertLead action, I've got a couple of custom fields that are showing up on Account portion and Contact portion that I would like to exclude from that multisectional form. I looked through the studio, but there doesn't seem to be any easy way to exclude these fields from the ConvertLead view. Does anyone know of an easy way to exclude these custom fields from this view?

See screen shot from:
index.php?module=Leads&action=ConvertLead&record=. ..

Thanks, Jeff

[salesagility]

not without cutting some code ... what's the business case for removing them?

[jjwdesign]

It's mainly to trim down the unneeded and make the convertion process faster and easier. I'm not sure why some custom fields are showing and others are not. I figured there must be a variable definition for this somewhere, maybe not.

[Angel]

It usually tries to match up the names. I suppose one way you could trick into ignoring the custom fields without getting into the code would be to purposely introduce a mismatch in the names of the fields between the two modules. Just a theory.

[jjwdesign]

Angel, thanks for the suggestion. That makes sense. I can probably prefix the names, but it will make my custom package a bit more complex.

[andopes]

Alternatively you can comment these lines on modules/Accounts/AccountFormBase.php, modules/Contacts/ContactFormBase.php and modules/Accounts/OpportunityFormBase.php:

     if (method_exists($contact, 'convertCustomFieldsForm')) $contact->convertCustomFieldsForm($form, $tempAccount, $prefix); 
  

Cheers