Leads: Convert Lead, layout editing help

[pechos]

Hello all,

I am new to the land of Sugar, and have a question on making some custom layout edits in Sugar Suite Pro v4.5.1a (Build 1209).

The main question I have here is simply, how do I edit the layout "Convert Lead" screen layout accessed by clicking; Leads > (name from lead list) > Convert Lead. Earlier this week, I was able to alter the layout of the main leads fields through a combination of using the module admin (admin > studio > edit a module > leads > edit layout > edit view), and editing the custom HTML code located at: public_html/custom/working/modules/Leads/EditView.html.

This all worked great to customize the "Lead" screen, but I cannot seem to find a mention anywhere in the WIKI or forums on how to pull off customizations in the "Convert Lead" screen. To offer, yet more details; ultimately what I am trying to achieve in the "Convert Lead" screen is to remove some fields from the "Related Records" section of the screen, specifically, removing the "select account" field / text, as well as the "create account" check box / text, and finally, adding an additional "create appointment" check box. (If anyone has tried any of the things specifically mentioned here in the past and wants to pass along any warnings or experiences, those are welcome).

I found a similar thread on this in the forums, but looks like the issue was never followed up on.
http://www.sugarcrm.com/forums/showt...rt+lead+layout.

Any help with this matter would be Most Appreciated!
Thanks ahead of time.

David.

[scheinarts]

I am looking to the same thing. What I want is to be able to NOT convert the lead into a contact. I just want it to create to an Account. I am going to look into this, and will post back here with my findings.

[susiewilliams]

Hi Scheinarts,

Can you elaborate a little on what the business scenario is for what you're trying to accomplish?

In other words, why no need for Contacts, only Accounts?

[scheinarts]

very good question Susie. Let me explain...
I want to use the Contacts Module simply as Contacts. Nothing really related to my actual business. Just people I need to be in contact with, but that I dont make a sale on. Sort of like your contacts in Outlook. So it is pointless to create a contact from a Lead.
I only want create Sales (opportunities) and Accounts out of my Leads.

I hope this explains it better... I would like to hear your insight on this. Any ideas on how to accomplish this?

Thanks,
Allen

[scheinarts]

pechos....
Go in modules\Leads\ConvertLead.php (you're gonna have to edit some code in here)
Around line 390 you will see this code...

$xtpl->assign('HEADER', $app_strings['LBL_RELATED_RECORDS']);

Thats were you would achieve this.. I just started editing mine, for what I want achieved. I was able to remove the contact form.

[pterrell]

Hi Scheinarts,

Can you elaborate a little on what the business scenario is for what you're trying to accomplish?

In other words, why no need for Contacts, only Accounts?

In the mortgage business, the account is the contact. You're selling to a person, not a company. Just yesterday I was showing a sales person the lead conversion processes and the resulting contact, account, and oppurtunity. And the biggest question: why both a contact and account.

I'm sure that it is the same when you're selling products to people directly at their home.

One thing I appreciated about SugarCRM over Salesforce was the option of turning off that "darn" Company field.

[scheinarts]

Same thing here. I figured a way so far 100% working to have the option of creating an Account, Opportunity or Appointment when I convert a Lead. No contacts are created in the process. Simply you have to comment out some lines of code in the file I mentioned above that refer to Contacts.

[emagin]

Can you post the code here? I'm interested in same solution.
My contacts = accounts as I deal with people only not companies with multiple people.

Also, if you make this code change, how do you best 'protect' the custom code mods from future updates?

[consultsales]

We have the same type of situation. We do not really use contacts so have created a Primary Contact Information subpanel and have custom fields like first name and last name.

How do i get the last_name & first_name fields from the lead to go into my custom fields created?

Thanks!

[rusdvl]

Hi,

This conversation has gone a bit off topic.... Is there a way to edit the layout of the leads convert page? So positioning of the fields side by side and so on?

Would really appreciate any ideas.

Cheers