Results 1 to 6 of 6

Thread: Modification in convert lead

  1. #1
    atin is offline Sugar Community Member
    Join Date
    Mar 2008
    Location
    India
    Posts
    46

    Default Modification in convert lead

    Hii all,
    In database I made a table “cashadvance”.Table structure is attached.
    In Lead List section when we click one lead it will show us the detail information. Now if we want to convert it, we can see create contact form and if we click save all values will save in “Contact” table.
    Now my requirement is before the Convert if I find Lead Type= cash_advances under Additional Information then the values of create contact form will save in both “Contact” and in my “cashadvance” table.How can I do this plz help.
    PHP/5.2.4
    Apache/2.2.6 (Win32)
    Windows NT
    MySql-5.0.45
    Sugar Ver: 4.5
    Thanks in advance
    Atin
    Attached Files Attached Files

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: Modification in convert lead

    HI, atin.

    You can create a logic_hook before save into Leads to perform that.

    There is a lot of documentation in the sugarwiki about it.

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    atin is offline Sugar Community Member
    Join Date
    Mar 2008
    Location
    India
    Posts
    46

    Default Re: Modification in convert lead

    Hii
    André Lopes
    What is logic_hook where i have to create it. I don't find it in sugar Wiki.
    can you plz elaborate it.
    Thanks and Regard
    Atin

  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: Modification in convert lead

    Hi, atin.

    Take a look at this article

    http://www.sugarcrm.com/wiki/index.p...l_custom_logic
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  5. #5
    atin is offline Sugar Community Member
    Join Date
    Mar 2008
    Location
    India
    Posts
    46

    Default Re: Modification in convert lead

    Hii
    André Lopes

    I have seen this discussion what ever you provide. But I cant understand how to implement it on my project.
    Plz help me
    Thanks in advance
    Atin

  6. #6
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: Modification in convert lead

    Hi, Atin.

    Take a look a this thread.

    http://www.sugarcrm.com/forums/showt...ght=logic_hook
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 22
    Last Post: 2011-04-19, 02:26 PM
  2. Convert Lead
    By turboweb in forum Help
    Replies: 2
    Last Post: 2010-10-22, 03:45 PM
  3. Changes to 'Convert Lead' layout?
    By ljbutler in forum Help
    Replies: 4
    Last Post: 2009-04-06, 10:26 AM
  4. Convert Lead
    By atin in forum Help
    Replies: 20
    Last Post: 2008-07-09, 07:42 AM
  5. From lead to order
    By george_bbch in forum Feature Requests
    Replies: 0
    Last Post: 2006-09-26, 02:02 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •