How to stop Sugar 5.2 from cloning activities when transforming a lead

**Selageth** · 2009-09-18, 08:58 AM

Hi there,

I'm currently running SugarCRM CE 5.2.0 on a CentOS machine via current PHP, Apache and MySQL systems. The problem I'm having is that every time I transform a lead into an account, and/or a contact, the calls and meetings which are attached to the lead get carried over to the account and contact as well. Additionally, the activities are also attached to the opportunity. This creates a huge amount of unnecessary activities (calls and meetings) for me.

Is there a (upgrade-safe) way to stop those copies from being created? I just want the attached activities to remain with the lead (and maybe contact).

Thanks in advance!

**Selageth** · 2009-09-18, 10:30 AM

Addendum:

If there was some way that I could filter the "My Calls" Dashlet to only list calls which originate from leads ... I'd be happy, too. :-)

**mikesolomon** · 2009-09-18, 10:34 AM

Originally Posted by Selageth

Hi there,

I'm currently running SugarCRM CE 5.2.0 on a CentOS machine via current PHP, Apache and MySQL systems. The problem I'm having is that every time I transform a lead into an account, and/or a contact, the calls and meetings which are attached to the lead get carried over to the account and contact as well. Additionally, the activities are also attached to the opportunity. This creates a huge amount of unnecessary activities (calls and meetings) for me.

Is there a (upgrade-safe) way to stop those copies from being created? I just want the attached activities to remain with the lead (and maybe contact).

Thanks in advance!

see http://www.sugarcrm.com/forums/showthread.php?t=43797