Leads custom field that exists in Account

Hi Gurus,

Is there a way to put a field in the leads module that already exists in the account module.

SugarCRM CE 6.5.22.

For instance, I have a request to insert a custom field in the leads that is the annual revenue of the company. If a put a custom field (_c), then, when the lead is converted I will have to enter the information again in the account part because the account already have a annual revenue field. So, is there a way to reuse the account field in the leads part in a way that, when I convert the lead, the revenue information will be in the account information?

all the best,

Daniel

Parents

0 Richard Coleman over 9 years ago

If you create the same field name (exactly) in Leads, and then copy the convertdefs.php file from modules/Leads/metadata/ into custom/modules/Leads/metadata, adding in your field to the array of account fields, it should display.

Reply

0 Richard Coleman over 9 years ago

If you create the same field name (exactly) in Leads, and then copy the convertdefs.php file from modules/Leads/metadata/ into custom/modules/Leads/metadata, adding in your field to the array of account fields, it should display.

Children

0 Daniel Sigrist over 9 years ago in reply to Richard Coleman

I cannot create a field with same name because sugar automatically puts the _c in the end of the field name. So, I have the field annual_revenue in account and annual_revenue_c in leads. Different names. When I convert the lead, the information cannot be passed automatically. At least, that is my knowledge about the subject.