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.
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.
0 Hash Softech over 9 years ago 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;
.
.
.
.
0 Richard Coleman over 9 years ago in reply to Hash Softech

Okay, that didn't seem clear when I read your post. You can go with Hash's suggestion, or, you can also create a custom vardef in Leads to create the "annual_revenue" field exactly the same as accounts, which will do so without the _c.

Reply

0 Richard Coleman over 9 years ago in reply to Hash Softech

Okay, that didn't seem clear when I read your post. You can go with Hash's suggestion, or, you can also create a custom vardef in Leads to create the "annual_revenue" field exactly the same as accounts, which will do so without the _c.

Children

No Data