I am customizing SugarCRM 7.2.0. I have requirement while convert the Lead. Need to fill some dropdown fields on the Contacts and Opportunities. Has anybody try out this thing for Lead Convert ?
Leads fields with matching field names in Contacts and Opportunities will be auto-copied (in v7.2.0)... and if the dropdown name fields use the same dropdown lists they should populate upon conversion. [Else], logic hook on Leads should provide the means to update other Contacts and Opportunities fields:
$stat=$bean->status; if ("Converted" == $stat) { $contact_id = $bean->contact_id; ...=BeanFactory::getBean('Contacts',$contact_id); $op_id = $bean->opportunity_id;...=BeanFactory::getBean('Opportunities',$op_id); ... } Hope this helps.
Leads fields with matching field names in Contacts and Opportunities will be auto-copied (in v7.2.0)... and if the dropdown name fields use the same dropdown lists they should populate upon conversion. [Else], logic hook on Leads should provide the means to update other Contacts and Opportunities fields:
$stat=$bean->status; if ("Converted" == $stat) { $contact_id = $bean->contact_id; ...=BeanFactory::getBean('Contacts',$contact_id); $op_id = $bean->opportunity_id;...=BeanFactory::getBean('Opportunities',$op_id); ... } Hope this helps.