How to populate fields in Contacts and Opportunities during Lead Conversion?

Hello All,

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 ?

Thanks.

Parents

0 Laurent Hinoul over 9 years ago

You can do this by editing the 'convert-main.php' file. Copy that file from /modules/Leads/clients/base/layouts/convert-main/convert-main/php to /custom/modules/Leads/clients/base/layouts/convert-main/convert-main/php.

When that's done, you can change the fieldmappings.

In the example below, I map my phone_work from my lead, to my phone_office in opportunities.

array(
    'module' => 'Opportunities',
    'required' => false,
    'copyData' => true,
    'duplicateCheckOnStart' => true,
    'duplicateCheckRequiredFields' =>
        array(
            'account_id',
        ),
    'fieldMapping' =>
        array(
            'name' => 'last_name',
            'phone_work' => 'phone_office',
        ),
    'dependentModules' =>
        array(
            'Accounts' =>
                array(
                    'fieldMapping' =>
                        array(
                            'account_id' => 'id',
                        ),
                ),
        ),
    'hiddenFields' =>
        array(
            'account_name' => 'Accounts',
        ),
),

Reply

0 Laurent Hinoul over 9 years ago

array(
    'module' => 'Opportunities',
    'required' => false,
    'copyData' => true,
    'duplicateCheckOnStart' => true,
    'duplicateCheckRequiredFields' =>
        array(
            'account_id',
        ),
    'fieldMapping' =>
        array(
            'name' => 'last_name',
            'phone_work' => 'phone_office',
        ),
    'dependentModules' =>
        array(
            'Accounts' =>
                array(
                    'fieldMapping' =>
                        array(
                            'account_id' => 'id',
                        ),
                ),
        ),
    'hiddenFields' =>
        array(
            'account_name' => 'Accounts',
        ),
),

Children

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