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Thread: Need help with converting leads

  1. #1
    jim.thornton is offline Sugar Community Member
    Join Date
    Apr 2008
    Posts
    257

    Default Need help with converting leads

    First:
    I don't like the way Sugar handles addresses. The reason being it relies on the user correctly typing in the city/province correctly on every record. It has been my experience that it is VERY VERY easy to typo something and not catch it (ie. Burlington and Burlnigton). This creates a problem for later when someone wants to search for all of their clients in a given city. The search results would not be complete.

    As a result, I have created a custom module with Module Builder and I have added some php/sql text which populates the database upon installation of the module with every city name in Canada.

    This works perfectly for my needs. Now, instead of relying on the user typing in the city name correctly, they can select it from the Relate field that I put in it's place.

    Second:
    As a result of the module above, the address was now incomplete so i created the following fields:
    address_street1_c: text - 60
    address_street2_c: text - 60
    address_city_c: relate - cities
    address_province_c: dropdown
    address_postal_c: text 6

    This works perfectly for Accounts. I did the same thing for the Mailing address but replaced the names with mailing_street1_c, etc.

    I then did the same in contacts creating an alternate address in case there is a different address for the contact (ie. home office).

    Third (Problem):
    I've been reading about converting a lead and the documentation says that you need to name the field the EXACT same in both modules (ie. LEADS and ACCOUNTS). I did this.
    Next, you need to add them to the EDIT and DETAILS view, on both modules. I did this.

    I removed the original "Primary Address" in the Leads module (as I did in Accounts).

    NOW: When I go to convert the lead, it is still showing the original primary address instead of the custom ones that I did.

    Can anyone assist with this please?
    ________
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    Last edited by jim.thornton; 2011-09-08 at 05:09 AM.

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