Changing the account that a lead is associated with

đź’¬ General Discussion
1

I’m a new user and searching has not turned up anything. Using 7.4.3

I have accounts which are channel partners and leads which are their registered prospects. Occasionally I will want to assign the lead to a different channel partner but I don’t see a way to do this. The accounts_leads relationship seems to be something that is set somewhere the user does not have access to. Is my only option to create a new lead under the second account?

2

Hi,

How are you associating a Lead to an Account?

I think that on the Account you should be able to remove the relationship to the associated Lead via the “Leads” subpanel.
You can then go onto another account and associate this Lead with this 2nd account also via the Subpanel, which should be reflected on the Lead itself

3

Thanks for the response.

When I’m viewing an account I use the Create button in the Leads subpanel to create a lead and it is automatically associated with the account.

My leads subpanel was missing the remove button. I added it and it works to remove the lead from the account.

However when I try to add an existing lead to an account it doesn’t work. In the leads subpanel I click Select under the Create dropdown menu. A popup windows opens with my leads. I then either click the lead directly or check the box in front of it and then click the Select button. The popup closes and I don’t see any error messages, but the lead does not show up in the leads subpanel, even after I refresh the page.

4

After trying to add a Lead via the “Select” button, do any errors appear anywhere at all?
I.e, Suitecrm.log / sugarcrm.log files? Or in the Browser Console ? Or even in your PHP error log?

I’d recommend setting permissions on your instance to appropriate values, to rule out any permissions related issues.

The following commands may assist:

sudo chmod -R 755 .
sudo chmod -R 775 cache custom modules themes data upload config_override.php
sudo chown -R : .

(Replace and with the Apache/IIS user’s username and group)

5

I didn’t know that browser console was a thing until now.

I think I’ve set the permissions as you said and it didn’t seem to make a difference.

There are errors in sugarcrm or suitecrm.log.

Browser console says: NS_ERROR_NOT_INITIALIZED: 1 sugar_grp1_jquery.js:1341:0

php_error.log says this:
PHP Notice: Undefined property: Account::$Array in /include/generic/Save2.php on line 200
PHP Fatal error: Uncaught Error: Call to a member function add() on null in /include/generic/Save2.php:200
Stack trace:
#0 /include/MVC/Controller/SugarController.php(914): require_once()
#1 /include/MVC/Controller/SugarController.php(379): SugarController->handleActionMaps()
#2 /include/MVC/Controller/SugarController.php(292): SugarController->process()
#3 /include/MVC/SugarApplication.php(92): SugarController->execute()
#4 /index.php(49): SugarApplication->execute()
#5 {main}
thrown in /include/generic/Save2.php on line 200

Line 200 of /include/generic/Save2.php is:
$focus->$_REQUEST[subpanel_field_name]->add($_REQUEST[subpanel_id],$add_values);

Probably not related, but in php_error.log I’m also getting a lot of message similar to these:
PHP Notice: Array to string conversion in /data/SugarBean.php on line 2349
PHP Deprecated: Methods with the same name as their class will not be constructors in a future version of PHP; ResourceObserver has a deprecated constructor in /include/resource/Observers/ResourceObserver.php on line 46

They show up when I do anything. The log file was >100MB after using just a couple of days.