Convert a 'Lead' from a custom module to a Contact

SuiteCRM Forum - English Language SuiteCRM General Discussion
#1

Hello,

Is it possible to Convert a person from a custom module to the Contact module?
The reasoning behind this requirement is the implementation of several separate lead avenues with their own custom fields.

Any help is much appreciated.

Kind regards,

Gerrit

#2

Not by default, you would have to custom code that functionality.

1 Like
#3

Hi Gerrit, did you ever figure out how to do this?

I also want to use different types of leads that i want to convert to different types of accounts each with their own (required) fields.

#4

Hi dspaan,

I’m afraid not :frowning:
I found guides on how to change the code,
but unfortunately our suiteCRM solution is hosted, so I can’t access the files.

Let me know if you want me to push you in the direction of the guide I found

Good luck!

Kind regards,
Gerrit

#5

Sure Gerrit, share that documentation. I have suitecrm installed on my own server. Thanks!

#6

Hi again,

I found these two documents on how to accomplish this.
As I mentioned before, I never had a chance to test this.

Also from memory, you’d have to include the Convert button to the module.
I’m not sure if this is covered in these articles.

I hope you succeed!

http://www.xtivia.com/move-data-from-a-custom-module-when-converting-a-lead-in-sugarcrm/
https://developer.sugarcrm.com/2011/01/13/howto-convert-a-record-of-one-module-type-to-a-record-in-another/

#7

Thanks, that is really helpful. I didn’t find these when searching the web. I will experiment with this and report back here.

#8

hi did you manage to solve this?

#9

Unfortunately not.