How would I add a field to relate a lead to an existing account?

[jspencer]

Our business deals with 'advertising agencies' and 'agency clients'. The way I have the CRM set up right now they are both treated the same and recorded as normal 'Accounts' (eventually I may split them out and move Agencies to their own module, but for now it sounded easier for reporting/etc to leave them together). Each 'agency' has many 'clients' in their portfolio, but at present not all of those clients have been contacted yet. In my mind those clients should be entered as 'Leads' using the leads module.

The issue I find is that in order for these 'clients' to be entered as Leads, we will need to add a new "Related To" field to the Leads module that gives us a "Select" box (like the one for Contacts) to select the "Parent" account (advertising agency).

How would I add a field to relate a lead to an existing account?

I would also like the new button to be able to be changed to point to a different module in the future (in case I make agencies their own module down the road).

Thanks,

[SamuelAugy]

It's the same thing than http://www.sugarcrm.com/forums/showthread.php?t=28256
You can begin by coding in vardef.php of your module to declare the relation. After that you will need to customize some tings to show the name of your object and not the id ...

Good luck again

[andopes]

Hi, Jay.

The Leads modules has already fields which points to related Contact (contact_id) and Account (account_id).
I believe you could customize the EditView of Leads to implements the select button for searching the correct Contact and Accounts.

Cheers.

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