Results 1 to 3 of 3

Thread: Should Accounts be created when I import Leads?

  1. #1
    jjwdesign's Avatar
    jjwdesign is offline Sugar Community Member
    Join Date
    Dec 2006
    Location
    Orlando, FL
    Posts
    503

    Default Should Accounts be created when I import Leads?

    Version 5.1.0b (Build 4905)

    Not sure if this is a bug or not, but when I last import leads into my SugarCRM system it also created "related" Accounts for me automatically. Not just the Accounts, but it also related them to the Leads. Is this a new feature of 5.1? Should this been considered a bug?

    Here's a bit more detail: During the Import Process

    "Last Import: Leads" page --> Listing view is not showing the Account Names (Probably a Bug Already Reported). But, if you open the lead link in another window/tab then it shows the account name.

    Jeff
    Last edited by jjwdesign; 2008-12-16 at 09:26 PM. Reason: update
    SugarForge Projects:
    JJWDesign Google Maps
    JJWDesign Tools and Reports

    Follow my blog postings at JJW Design.

  2. #2
    clint's Avatar
    clint is offline Sugar Team Member | Forums Lead Moderator
    Join Date
    Aug 2004
    Location
    Silicon Valley
    Posts
    2,120

    Default Re: Should Accounts be created when I import Leads?

    Quote Originally Posted by jjwdesign View Post
    Version 5.1.0b (Build 4905)

    Not sure if this is a bug or not, but when I last import leads into my SugarCRM system it also created "related" Accounts for me automatically. Not just the Accounts, but it also related them to the Leads. Is this a new feature of 5.1? Should this been considered a bug?

    Here's a bit more detail: During the Import Process

    "Last Import: Leads" page --> Listing view is not showing the Account Names (Probably a Bug Already Reported). But, if you open the lead link in another window/tab then it shows the account name.

    Jeff
    It shouldn't be creating account records. That's a bug resolved in 5.1.0 patch C. I suggest upgrading to patch C released this week.
    Sugar Developer Zone - developer resources | Sugar University - user and admin training
    Sugar Docs - user and admin documentation |
    Sugar Bug Tracker - Enter or view bugs
    SugarForge- open source modules, themes, lang packs | SugarExchange - commercial extensions

    Clint Oram
    Chief Technology Officer and Co-founder
    SugarCRM

  3. #3
    jjwdesign's Avatar
    jjwdesign is offline Sugar Community Member
    Join Date
    Dec 2006
    Location
    Orlando, FL
    Posts
    503

    Default Re: Should Accounts be created when I import Leads?

    Thanks Clint! Christmas came early this year. I'll give it a whirl.
    SugarForge Projects:
    JJWDesign Google Maps
    JJWDesign Tools and Reports

    Follow my blog postings at JJW Design.

Thread Information

Users Browsing this Thread

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

Similar Threads

  1. Replies: 1
    Last Post: 2008-11-04, 03:29 PM
  2. Replies: 0
    Last Post: 2006-11-16, 12:33 AM
  3. Leads: changing `date created`
    By douwe in forum Help
    Replies: 0
    Last Post: 2006-07-13, 02:20 PM
  4. Created Leads are not visible
    By ramkrishnatripathi in forum Help
    Replies: 1
    Last Post: 2006-04-13, 10:53 PM
  5. Created Leads are not visible
    By ramkrishnatripathi in forum Downloads
    Replies: 0
    Last Post: 2006-04-12, 05:19 AM

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
  •