new module but...

[ldenckert]

Hi

i want to create a new module constisting of customized "lead" entities, which are then to be converted into "customers" (e.a. "accounts")

i did create the leads but the function to convert them is missing. where and how do i implement this ?

thanks in advance


regards

Lutz

[andopes]

If you want to create a new Module which inherit from Person template, then you will need to create the Convert Lead function from the ground.
Take a look at modules/Leads/metadata/detailviewdefs.php to understand how to render the button.
Take a look at modules/Leads/controller.php to understand how to process the Convert Lead action.

Regards

[ldenckert]

If you want to create a new Module which inherit from Person template, then you will need to create the Convert Lead function from the ground.
Take a look at modules/Leads/metadata/detailviewdefs.php to understand how to render the button.
Take a look at modules/Leads/controller.php to understand how to process the Convert Lead action.

Regards

thanks,

so i understand that in order to dodge the whole process of actually programming into the php-code of the new modules just to get the convert-lead-function, it might be easier to just edit and customize the leads that are already there to work like they should....

option a: customize leads to reflect our business
or
option b: make new module and program / create the vonvert lead funkction accordingly.
is that correct ?

thanks in advance

[andopes]

Yes, that is correct.
If the built in Leads modules fits your needs you may want to customize it.

Regards