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About LinkBacksWhen the Lead is converted to Contact,user can enter notes against the converted leads.How is it possible to migrate these into corresponding contact automatically? Can any body help?
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Migrating Converted Lead notes
When the Lead is converted to Contact,user can enter notes against the converted leads.How is it possible to migrate these into corresponding contact automatically? Can any body help?
Sugar Community Member
Re: Migrating Converted Lead notes
I am not sure I understand what you mean.
On my system, when I convert a lead that has a note, the note will then be linked to the created contact.
Are you referring to notes that a user would add to the lead record that remains after the conversion? Hence, notes linked to the lead after it was converted?
Regards,
Angel Magaņa
Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
Blog: http://cheleguanaco.blogspot.com.
Twitter: @cheleguanaco.
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| Projects: |_____________________________________
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| CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
| GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
| CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
| Round Robin Leads Assignment
| Phone Number Formatter
| CaseTwit (Twitter Integration)
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