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Leads custom field that exists in Account

Daniel Sigrist

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

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  • 0 in reply to Daniel Sigrist

    Hello,

    You are right, Sugar will not copy over the values for different field names. What best you can do is, assign the value by extending view.convertlead.php

    Add, $bean->annual_revenue = $lead->annual_revenue_c;

    inside the loop after this comment > //Handle non-contacts relationships

    Looks like

    //Handle non-contacts relationships

            foreach ($beans as $bean)

            {

                if (!empty($lead))

                {

                    $bean->annual_revenue = $lead->annual_revenue_c;

    .

    .

    .

    .