Transfer Documents During Lead Convert

[Veritascredit]

I have a custom module "Client documents" in which we upload various documents, this module is a subpanel in both the leads and contacts module. I would like to have all documents under "Client Documents" module vopied over to the Contact record when the lead is converted to a contact. This feature would help us avoid having to manually select the documents in the clients module and connecting them to the client record

Does anyone have any ideas how I might go about and accomplish this, please let me know if you need any further description.

Thank you for your assistance.

Glen

[webcrmtechnologies]

You can create a logic hook of type after_save in contacts module that will trigger when you convert lead to contact. In logic hook to can write code to copy related documents into contacts relationship table.

[Veritascredit]

I am currently us Sugar 6.3.0 CE,

Would anyone by chance have an example of a logic hook that would do this or be willing to get back to me on how much this would cost me to have the logic hook created for me along with instructions on where to place the code?

Thank you,

Glen

[doulakis]

Hello,
Also i need to know about this.
I have created one custom module and this module has a relationship with leads.
I need to know if is it possible to convert the lead and also the data of the new module converted too...

Has anyone any real example?


Thanks,

Best Regards.

[webcrmtechnologies]

We have lots of such customizations in several projects.

Please pass complete details in PM or email at info @ webcrmtechnologies.com.