Editor’s Note: This post comes from the blog of Sugar Partner and Open+ Developer Program member Profiling Solutions. In this post, developer Matt Poer provides some details on a customization he has done to the Lead Conversion process.
Had a partner recently ask how they would go about making a particular change to the Lead Conversion process. Their customer was unhappy having to name the new Opportunity and new Call that the conversion process created. We needed a way to automatically populate these fields.
Here’s what I came up with. This script defines a new Opportunity Name, Call Name and Call Date (“next business day”) for the screen. It sleeps for 5 seconds to let the screen load, then, if the field is not already populated with something, it inserts the field values.
The code is commented and should be easy enough to modify. Place it at /custom/modules/Leads/views/view.convertlead.php and it should be registered by the system immediately. It’s upgrade-safe and works with SugarCRM 6.2.2 (CE/Corp/Pro/Ent/Ult), but do double-check things as I haven’t tested in 6.3.0 Beta yet.
Questions or comments are welcome, enter them below!