HOWTO: Create Account Checkbox on Lead Conversion Screen – Default to Unchecked

sugarcrmdevelopers —  April 16, 2012 — 2 Comments

Saw this question come around internally recently from one of our PS team members:

A customer is requesting to not have Account information converted during a Lead conversion.  I was able to make the Account not required in the Conversion Layout area in Studio.  My question is:

Can we and how can we make the checkbox to “Create Account OR Select Account” on the Lead conversion screen to default to being Unchecked?

This as it turns out is a pretty simple code customization in the Lead Conversion metadata. Simply copy the convertdefs.php file in the modules/Leads/metadata/ directory to under the custom/modules/Leads/metadata/ directory, then search for the below code snippet:


'Accounts' =>
array (
'ConvertLead' =>
array (
'copyData' => true,
'select' => 'account_name',
'required' => false,
'moduleName' => 'Accounts',
'module' => 'Accounts',
'default_action' => 'create',
'relationship' => 'accounts_contacts',

In that snippet, simply change the value for the key ‘default_action’ to ‘none’ instead of ‘create’, and it will default to being unchecked.

2 responses to HOWTO: Create Account Checkbox on Lead Conversion Screen – Default to Unchecked

  1. 

    it doesn’t work for contacts module though.
    if you to the above on contacts checkbox , a new account and contact is created although the contacts checkbox is not checked at all

  2. 

    This doesn’t seem to work in 7.7 either, specifically for accounts 😦

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