Remove Accounts and Contacts at Lead Conversion?

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1

I don’t use the Accounts module (at all, this is a useless module for me) and I don’t use the Contacts module as part of a sales process.

As far as the sales process goes, I only use Leads and Opportunities.

I have edited viewdefs [‘Accounts’][‘ConvertLead’] etc. so that Accounts and Contacts are not required.

However, I would just as soon not have the option to create Accounts Or Contacts during Lead Conversion.

Is there a way to hide these options at Lead Conversion stage?

2

Yes. You can update the Leads/conversionsdefs to remove both these sections.

Copy the file from /modules/Leads/convertdefs.php into
custom/Modules/Leads/metadata/convertdefs.php

Edit this new file and remove both:

$viewdefs[‘Contacts’][‘ConvertLead’] = array(…)
$viewdefs[‘Accounts’][‘ConvertLead’] = array(…)

This should now display no Contacts or Account creation on the Convert Lead view.

SuiteCRM_test2
SuiteCRM_test21656×915 58.9 KB

However that isn’t quite the end of it as even if they are not on the form the backend automatically creates ‘dummy’ contacts.

You will need to copy the modules/Leads/views/view.convertLead.php into custom/Leads/views/view.convertlead.php

Look for the handleSave() function. Now, this is what I edited out to not save Accounts + Contacts so use this as is at your own risk :slight_smile: I was able to just create the Opportunity without a Account or Contact being created however you may need to continue tweaking it to ensure any info you want carried over from Leads is correct because it used the creation of the Contact to then pass into onto the other created records.

Hope this helps you get started.