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Thread: Sync data in Leads and Accounts

  1. #1
    sretep is offline Junior Member
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    Default Sync data in Leads and Accounts

    Hello all,

    Is is possible to keep your Accounts and Leads information in sync? Basically it appears that after you convert a lead, there is no link between the two anymore...so if I update an address in the Accounts it does not correspondingly change it in Leads. I think i've decided this can't be done since they are in two separate tables and i'm not a db guru to create this.

    I'm using 4.5.1.e for what its worth.

    Thanks all!

    -sretep

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Sync data in Leads and Accounts

    It is possible with a little custom programming. The logic hooks would be a good option.

    One question that comes to mind is which overwrites the other, especially for situations where changes may have been to both records.
    Regards,

    Angel Magaņa
    Technical Solutions Architect
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

  3. #3
    ljbutler is offline Sugar Community Member
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    Default Re: Sync data in Leads and Accounts

    Same question - would like various fields to sync between accounts and contacts.

    i.e. if the company moves I don't want to have to change the address for every contact as well as the account. Can anyone help with a clear example of the code changes needed to achieve this?

    All help appreciated.
    Lucy.

    --------------------------------------------------
    Sugar Version - 5.0.0.a
    Sugar Edition - Community Edition
    Operating System - Centos 5.1
    PHP Version - 5.1.6
    Database - MySQL 5.0.22
    Web Server - Apache 2.2.3
    --------------------------------------------------

  4. #4
    ljbutler is offline Sugar Community Member
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    Default Re: Sync data in Leads and Accounts

    Sorry folks just discovered the button to do it for addresses. Any way to duplicate this functionality for other fields such as phone numbers?
    Lucy.

    --------------------------------------------------
    Sugar Version - 5.0.0.a
    Sugar Edition - Community Edition
    Operating System - Centos 5.1
    PHP Version - 5.1.6
    Database - MySQL 5.0.22
    Web Server - Apache 2.2.3
    --------------------------------------------------

  5. #5
    netron is offline Sugar Community Member
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    Default Re: Sync data in Leads and Accounts

    Quote Originally Posted by ljbutler
    Sorry folks just discovered the button to do it for addresses. Any way to duplicate this functionality for other fields such as phone numbers?
    thats the "copy" button. i too would be interested in a "copy to contacts" button for phone numbers.

  6. #6
    ljbutler is offline Sugar Community Member
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    Default Re: Sync data in Leads and Accounts

    Yeah - it just says copy - until you hover over it then it says 'copy to contacts' I'd missed it.

    Need a similar function for the phone number though. We have accounts where contacts use the main company phone number, others where each contact will have a direct dial number. I'm going to create a custom field for direct line numbers, then we'll just have to live with updating all the contact records if a company changes it's main number. Doesn't happen that often I guess.
    Lucy.

    --------------------------------------------------
    Sugar Version - 5.0.0.a
    Sugar Edition - Community Edition
    Operating System - Centos 5.1
    PHP Version - 5.1.6
    Database - MySQL 5.0.22
    Web Server - Apache 2.2.3
    --------------------------------------------------

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