Hello all
When i am converting a lead it get converted both into “Accounts and Contacts” what i want only converted into “Accounts” only. How can we do this ?
Thanks Namit
Hi,
when you convert a lead, there should be checkbox for creating contacts. If you deselect it, no contact should be created.
Hello
Ya i already hide all those from file only accounts is showing at time of converting now ?
see this
<?php
/**
*
* SugarCRM Community Edition is a customer relationship management program developed by
* SugarCRM, Inc. Copyright (C) 2004-2013 SugarCRM Inc.
*
* SuiteCRM is an extension to SugarCRM Community Edition developed by SalesAgility Ltd.
* Copyright (C) 2011 - 2018 SalesAgility Ltd.
*
* This program is free software; you can redistribute it and/or modify it under
* the terms of the GNU Affero General Public License version 3 as published by the
* Free Software Foundation with the addition of the following permission added
* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
*
* This program is distributed in the hope that it will be useful, but WITHOUT
* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
* FOR A PARTICULAR PURPOSE. See the GNU Affero General Public License for more
* details.
*
* You should have received a copy of the GNU Affero General Public License along with
* this program; if not, see http://www.gnu.org/licenses or write to the Free
* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
* 02110-1301 USA.
*
* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
*
* The interactive user interfaces in modified source and object code versions
* of this program must display Appropriate Legal Notices, as required under
* Section 5 of the GNU Affero General Public License version 3.
*
* In accordance with Section 7(b) of the GNU Affero General Public License version 3,
* these Appropriate Legal Notices must retain the display of the "Powered by
* SugarCRM" logo and "Supercharged by SuiteCRM" logo. If the display of the logos is not
* reasonably feasible for technical reasons, the Appropriate Legal Notices must
* display the words "Powered by SugarCRM" and "Supercharged by SuiteCRM".
*/
// $viewdefs['Contacts']['ConvertLead'] = array(
// 'copyData' => true,
// 'required' => false,
// 'select' => "report_to_name",
// 'default_action' => 'create',
// 'templateMeta' => array(
// 'form'=>array(
// 'hidden'=>array(
// '<input type="hidden" name="opportunity_id" value="{$smarty.request.opportunity_id}">',
// '<input type="hidden" name="case_id" value="{$smarty.request.case_id}">',
// '<input type="hidden" name="bug_id" value="{$smarty.request.bug_id}">',
// '<input type="hidden" name="email_id" value="{$smarty.request.email_id}">',
// '<input type="hidden" name="inbound_email_id" value="{$smarty.request.inbound_email_id}">'
// )
// ),
// 'maxColumns' => '2',
// 'widths' => array(
// array('label' => '10', 'field' => '30'),
// array('label' => '10', 'field' => '30'),
// ),
// ),
// 'panels' =>array(
// 'LNK_NEW_CONTACT' => array(
// array(
// array(
// 'name' => 'first_name',
// 'customCode' => '{html_options name="Contactssalutation" options=$fields.salutation.options selected=$fields.salutation.value} <input name="Contactsfirst_name" size="25" maxlength="25" type="text" value="{$fields.first_name.value}">',
// ),
// 'title',
// ),
// array(
// 'last_name',
// 'department',
// ),
// array(
// array('name' => 'primary_address_street', 'label' => 'LBL_PRIMARY_ADDRESS'),
// 'phone_work',
// ),
// array(
// array('name'=>'primary_address_city', 'label' => 'LBL_CITY'),
// 'phone_mobile',
// ),
// array(
// array('name'=>'primary_address_state', 'label' => 'LBL_STATE'),
// 'phone_other',
// ),
// array(
// array('name'=>'primary_address_postalcode', 'label' => 'LBL_POSTAL_CODE'),
// 'phone_fax',
// ),
// array(
// array('name'=>'primary_address_country', 'label' => 'LBL_COUNTRY'),
// 'lead_source',
// ),
// array(
// 'email1',
// ),
// array(
// 'description'
// ),
// )
// ),
// );
$viewdefs['Accounts']['ConvertLead'] = array(
'copyData' => true,
'required' => false,
'select' => "account_name",
'default_action' => 'create',
'relationship' => 'accounts_contacts',
'templateMeta' => array(
'form'=>array(
'hidden'=>array(
'<input type="hidden" name="opportunity_id" value="{$smarty.request.opportunity_id}">',
'<input type="hidden" name="case_id" value="{$smarty.request.case_id}">',
'<input type="hidden" name="bug_id" value="{$smarty.request.bug_id}">',
'<input type="hidden" name="email_id" value="{$smarty.request.email_id}">',
'<input type="hidden" name="inbound_email_id" value="{$smarty.request.inbound_email_id}">'
)
),
'maxColumns' => '2',
'widths' => array(
array('label' => '10', 'field' => '30'),
array('label' => '10', 'field' => '30'),
),
),
'panels' =>array(
'LNK_NEW_ACCOUNT' => array(
array(
'name',
'phone_office',
),
// array(
// 'website',
// ),
// array(
// 'description'
// ),
// array(
// 'phone_office',
// ),
)
),
);
// $viewdefs['Opportunities']['ConvertLead'] = array(
// 'copyData' => true,
// 'required' => false,
// 'templateMeta' => array(
// 'form'=>array(
// 'hidden'=>array(
// )
// ),
// 'maxColumns' => '2',
// 'widths' => array(
// array('label' => '10', 'field' => '30'),
// array('label' => '10', 'field' => '30'),
// ),
// ),
// 'panels' =>array(
// 'LNK_NEW_OPPORTUNITY' => array(
// array(
// 'name',
// 'currency_id'
// ),
// array(
// 'sales_stage',
// 'amount'
// ),
// array(
// 'date_closed',
// ''
// ),
// array(
// 'description'
// ),
// )
// ),
// );
// $viewdefs['Notes']['ConvertLead'] = array(
// 'copyData' => false,
// 'required' => false,
// 'templateMeta' => array(
// 'form'=>array(
// 'hidden'=>array(
// '<input type="hidden" name="opportunity_id" value="{$smarty.request.opportunity_id}">',
// '<input type="hidden" name="case_id" value="{$smarty.request.case_id}">',
// '<input type="hidden" name="bug_id" value="{$smarty.request.bug_id}">',
// '<input type="hidden" name="email_id" value="{$smarty.request.email_id}">',
// '<input type="hidden" name="inbound_email_id" value="{$smarty.request.inbound_email_id}">'
// )
// ),
// 'maxColumns' => '2',
// 'widths' => array(
// array('label' => '10', 'field' => '30'),
// array('label' => '10', 'field' => '30'),
// ),
// ),
// 'panels' =>array(
// 'LNK_NEW_NOTE' => array(
// array(
// array('name'=>'name', 'displayParams'=>array('size'=>90)),
// ),
// array(
// array('name' => 'description', 'displayParams' => array('rows'=>10, 'cols'=>90) ),
// ),
// )
// ),
// );
// $viewdefs['Calls']['ConvertLead'] = array(
// 'copyData' => false,
// 'required' => false,
// 'templateMeta' => array(
// 'form'=>array(
// 'hidden'=>array(
// '<input type="hidden" name="opportunity_id" value="{$smarty.request.opportunity_id}">',
// '<input type="hidden" name="case_id" value="{$smarty.request.case_id}">',
// '<input type="hidden" name="bug_id" value="{$smarty.request.bug_id}">',
// '<input type="hidden" name="email_id" value="{$smarty.request.email_id}">',
// '<input type="hidden" name="inbound_email_id" value="{$smarty.request.inbound_email_id}">',
// '<input type="hidden" name="Callsstatus" value="{sugar_translate label=\'call_status_default\'}">',
// )
// ),
// 'maxColumns' => '2',
// 'widths' => array(
// array('label' => '10', 'field' => '30'),
// array('label' => '10', 'field' => '30'),
// ),
// ),
// 'panels' =>array(
// 'LNK_NEW_CALL' => array(
// array(
// array('name'=>'name', 'displayParams'=>array('size'=>90)),
// ),
// array(
// 'date_start',
// array(
// 'name' => 'duration_hours',
// 'label' => 'LBL_DURATION',
// 'customCode' => '{literal}
// <script type="text/javascript">
// function isValidCallsDuration() {
// form = document.getElementById(\'ConvertLead\');
// if ( form.duration_hours.value + form.duration_minutes.value <= 0 ) {
// alert(\'{/literal}{sugar_translate label="NOTICE_DURATION_TIME" module="Calls"}{literal}\');
// return false;
// }
// return true;
// }
// </script>{/literal}
// <input name="Callsduration_hours" tabindex="1" size="2" maxlength="2" type="text" value="{$fields.duration_hours.value}"/>
// {php}$this->_tpl_vars["minutes_values"] = $this->_tpl_vars["bean"]->minutes_values;{/php}
// {html_options name="Callsduration_minutes" options=$minutes_values selected=$fields.duration_minutes.value}
// <span class="dateFormat">{sugar_translate label="LBL_HOURS_MINUTES" module="Calls"}',
// 'displayParams' =>
// array(
// 'required' => true,
// ),
// ),
// ),
// array(
// array('name' => 'description', 'displayParams' => array('rows'=>10, 'cols'=>90) ),
// ),
// )
// ),
// );
// $viewdefs['Meetings']['ConvertLead'] = array(
// 'copyData' => false,
// 'required' => false,
// 'relationship' => 'meetings_users',
// 'templateMeta' => array(
// 'form'=>array(
// 'hidden'=>array(
// '<input type="hidden" name="opportunity_id" value="{$smarty.request.opportunity_id}">',
// '<input type="hidden" name="case_id" value="{$smarty.request.case_id}">',
// '<input type="hidden" name="bug_id" value="{$smarty.request.bug_id}">',
// '<input type="hidden" name="email_id" value="{$smarty.request.email_id}">',
// '<input type="hidden" name="inbound_email_id" value="{$smarty.request.inbound_email_id}">',
// '<input type="hidden" name="Meetingsstatus" value="{sugar_translate label=\'meeting_status_default\'}">',
// )
// ),
// 'maxColumns' => '2',
// 'widths' => array(
// array('label' => '10', 'field' => '30'),
// array('label' => '10', 'field' => '30'),
// ),
// ),
// 'panels' =>array(
// 'LNK_NEW_MEETING' => array(
// array(
// array('name'=>'name', 'displayParams'=>array('size'=>90)),
// ),
// array(
// 'date_start',
// array(
// 'name' => 'duration_hours',
// 'label' => 'LBL_DURATION',
// 'customCode' => '{literal}
// <script type="text/javascript">
// function isValidMeetingsDuration() {
// form = document.getElementById(\'ConvertLead\');
// if ( form.duration_hours.value + form.duration_minutes.value <= 0 ) {
// alert(\'{/literal}{sugar_translate label="NOTICE_DURATION_TIME" module="Calls"}{literal}\');
// return false;
// }
// return true;
// }
// </script>{/literal}
// <input name="Meetingsduration_hours" tabindex="1" size="2" maxlength="2" type="text" value="{$fields.duration_hours.value}" />
// {php}$this->_tpl_vars["minutes_values"] = $this->_tpl_vars["bean"]->minutes_values;{/php}
// {html_options name="Meetingsduration_minutes" options=$minutes_values selected=$fields.duration_minutes.value}
// <span class="dateFormat">{sugar_translate label="LBL_HOURS_MINUTES" module="Calls"}',
// 'displayParams' =>
// array(
// 'required' => true,
// ),
// ),
// ),
// array(
// array('name' => 'description', 'displayParams' => array('rows'=>10, 'cols'=>90) ),
// ),
// )
// ),
// );
// $viewdefs['Tasks']['ConvertLead'] = array(
// 'copyData' => false,
// 'required' => false,
// 'templateMeta' => array(
// 'form'=>array(
// 'hidden'=>array(
// '<input type="hidden" name="opportunity_id" value="{$smarty.request.opportunity_id}">',
// '<input type="hidden" name="case_id" value="{$smarty.request.case_id}">',
// '<input type="hidden" name="bug_id" value="{$smarty.request.bug_id}">',
// '<input type="hidden" name="email_id" value="{$smarty.request.email_id}">',
// '<input type="hidden" name="inbound_email_id" value="{$smarty.request.inbound_email_id}">'
// )
// ),
// 'maxColumns' => '2',
// 'widths' => array(
// array('label' => '10', 'field' => '30'),
// array('label' => '10', 'field' => '30'),
// ),
// ),
// 'panels' =>array(
// 'LNK_NEW_TASK' => array(
// array(
// array('name'=>'name', 'displayParams'=>array('size'=>90)),
// ),
// array(
// 'status', 'priority'
// ),
// array(
// array('name' => 'description', 'displayParams' => array('rows'=>10, 'cols'=>90) ),
// ),
// )
// ),
// );
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