Duplicate lead > contact functionality

[dante2010]

I am using SugarCRM Community Edition v5.2.0a.

I have created a custom module called "Customers". This module was based off the "person" module type within the module builder. I have made changes to make it display and collect the data I require.

What I want to do now is create a second custom module called "Potential Customers". Within this I want to duplicate the functionality found in the leads / contacts modules, where you can convert a lead to a contact.

Can anyone offer some help as to how I go about this?

[dante2010]

Anyone able to help? To at least tell me if this is possible?

[andopes]

Hi dante

It is possible and not pretty difficult.

Steps to do that:

1. Create a new button "Convert Potential Customer" into "Potential Customers" DetailView, just like in the Leads module. Have a look at modules/Leads/metadata/detailview.php. Search for CovertLead;
2. This button must redirect to Customers EditView and it must pass a parameter (convert = true) to to enable Customers module identifies the EditView layout is for a just converted Potential Customer;
3. Create a controller for the Customer module and implement the function action_editview. Inside this function you need to retrieve from database the related Potential Customer and fill in the Customer fields the ones coming from Potential Customer.

Cheers

[lowJack01]

Ooh, interesting.

Andre, would you please point me in the right direction to populate a custom field on lead conversion to an account?

[andopes]

Ooh, interesting.

Andre, would you please point me in the right direction to populate a custom field on lead conversion to an account?

Hi Jackie

Does this custom field exist in both Accounts and Leads?
If yes SugarCRM automatically render in the Convert Lead page the custom fields at the bottom.
If not you need to edit the file modules/Accounts/AccountFormBase.php and modify the function getWideFormBody.
You will find the code:

$form .= <<<EOQ

Bellow is the code where all Accounts fields are being rendered, so you need to add the custom field into it.

Cheers