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Thread: Data transfer issue

  1. #1
    junglelions is offline Member
    Join Date
    Jun 2009
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    8

    Default Data transfer issue

    Hi all.

    I've installed sugar crm and have created several new fileds in leads and in accounts. The issue i am having is that when i choose to convert a lead say into an account the data in the fields does not populate in the newly created account. I understand that it is most likely because the field values are not the same in leads as in accounts but i am very new to sugar and really would appreciate some help. What are the basic principles involved in this?

    I have several new fileds. Company name (maps to LBL_LAST_NAME) in leads, does it have to map to the same value in accounts?

    Judgement Type (Maps to LBL_LEAD_SOURCE_DESCRIPTION) in leads and the same in accounts but the data does not populate when i convert a lead to an account...as i said im very new to sugar, is there something i am missing? do i need to create relationships between the fileds?

    HELP!

  2. #2
    kinshibuya's Avatar
    kinshibuya is offline A Sugar Hero
    Join Date
    Jul 2008
    Location
    brasil
    Posts
    521

    Default Re: Data transfer issue

    Hi!
    For this to work you need to do some custom code modifications.
    You can use displayparams in custom/modules/Accounts/metadata/editviewdefs.php
    This is an example for that happens with the address:

    'lbl_address_information'=>array(
    array (
    array (
    'name' => 'billing_address_street',
    'hideLabel'=> true,
    'type' => 'address',
    'displayParams'=>array('key'=>'billing', 'rows'=>2, 'cols'=>30, 'maxlength'=>150),
    Last edited by kinshibuya; 2009-08-04 at 01:21 PM. Reason: teste
    Priscila Kin Yamamoto Joranhezon
    Phone: +55 61 32010000
    priscila.joranhezon@nct.com.br
    NCT Informática Ltda

  3. #3
    junglelions is offline Member
    Join Date
    Jun 2009
    Posts
    8

    Default Re: Data transfer issue

    Thanks for the reply.

    Okay what i have done is create 4 new fields in Leads and the same fields in Accounts, they are called CCJ VALUE,Turnover,ID and Secretary.

    Secretary = LBL_SECRETARY
    CCJVALUE = LBL_CCJVALUE
    Turnover = LBL_TURNOVER
    ID = LBL_ID

    I have added each field value into the modules of both Leads AND Accounts. Okay, when i import from a .csv file into leads the data imports correctly and all the fields show data, the issue i am having is when i then try to create an account from within leads by clicking "Convert lead" and selecting create account NONE of the new fields data crosses over, the fields just remain empty. I have created custom fields before and imported data succesfully but have allways had an issue when converting leads using custom fields.

    Please help!

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