Lead Convert form

[stheologo]

HI,

I am am trying to remove the option from the lead:convert lead form for a person to add a contact and only allow them to convert to an account.

How do I get to this form to edit. In Studio I can edit the lead form but cannot see a way to the convert form.

Any help will be appreciated.

Thanks
Spiro

[tfrebault]

HI,

I am am trying to remove the option from the lead:convert lead form for a person to add a contact and only allow them to convert to an account.

How do I get to this form to edit. In Studio I can edit the lead form but cannot see a way to the convert form.

Any help will be appreciated.

Thanks
Spiro

Now, you cannot do this with the studio.
You need to modify ConvertLead.php and ConvertLead.html files.

regards.

[fundecassa]

If I convert a lead I want to create besides the contact and account a respective opportunity. By standard the contact will be related via a many-to-many relationship between Opportunities and Contacts (table opportunities_contacts).

We are also (parallel) using a on-to-many relationship (table contacts_opportunities_c) between Contacts and Opportunities. This later relationship (opportunities_contacts_c) should be considered during the convert-process in stead of the standard many-to-many relationship (opportunities_contacts). Where do I have to make the adaptions?

Thanks for any hint or idea?

[citapinc]

Now, you cannot do this with the studio.
You need to modify ConvertLead.php and ConvertLead.html files.

regards.

Where would I find convertlead.php and convertled.html files?

[mitasych]

Where would I find convertlead.php and convertled.html files?

~/modules/Leads/views/view.convertlead.php - in this file you can define needed variables

[citapinc]

Now, you cannot do this with the studio.
You need to modify ConvertLead.php and ConvertLead.html files.

regards.

tfrebault, I went to .../modules/leads and can't find ConvertLead.php or ConvertLead.html. Am I looking in the right area?

I just did a complete search of the entire crm folder for convertlead*.* and all I found were .tpl files.

[usb]

I'm having the nearly the exact soft of issue. Have you ConvertLead.html file?

I'm trying to uncheck the option to create an account when converting a lead. I'm on the 6.1 version CE.

[usb]

I'm having nearly the same issue. I'm trying to uncheck the default to create an account but can't find the file to modify it in.

Has anyone figured it out?

Thanks,
Drod