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Thread: How can you relate a Lead to an Account from Leads Module?

  1. #1
    gregwatson is offline Sugar Community Member
    Join Date
    Sep 2007
    Posts
    20

    Question How can you relate a Lead to an Account from Leads Module?

    I'm using the 5.0d release of the community edition. I'm not sure if this is a bug or not, but there doesn't appear to be any way to relate an account with a lead from within the Leads module. What I'd expect is something like the Contact's module, where the account name has a select button next to it.

    I know you can go to the Accounts module and choose a related Lead, but not vice versa, which seems wrong.

    Anyone have and ideas on this?

    Thanks,
    Greg

  2. #2
    ToniFatec is offline Sugar Community Member
    Join Date
    Feb 2008
    Posts
    64

    Default Re: How can you relate a Lead to an Account from Leads Module?

    You can add a relate button to Accounts in Leads. The account_name in Leads seems to not be relate, check it out. If it doesn't you can add in in modules/Leads/vardefs.php and after a "Quick Repair" you'll be able to add this custom field to Edit-View, Detail-View and the others of Leads.

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