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Make the Account or Contact Optional When Converting a Lead in SuiteCRM

November 21, 2017Category: SuiteCRMTags: account, contact, convert, lead

If you want to use SuiteCRM in a way that is slight different from out of the box functionality, it is sometimes difficult to find the guidance online and requires code digging in order to find the solution. By default, when you are converting a Lead, you must create a Contact and Account. If your business process does not need either one, you need to make the following change to the code.

  1. Go to your SuiteCRM_ROOT/modules/Leads/metadata
  2. Open convertdefs.php in your text editor.
  3. If you want to make Contact as optional, go to approximately Line 40 where you will see a code for “$viewdefs[‘Contacts’][‘ConvertLead’]”. On Line 42, change “‘required’ => true,” to “‘required’ => false,” and you are done.
  4. If you want to make Account as optional, go to approximately Line 104 where you will see a code for “$viewdefs[‘Accounts’][‘ConvertLead’]”. On Line 106, change “‘required’ => true,” to “‘required’ => false,” and you are done.

Please note that this method is not upgrade safe. As soon as you upgrade it, it will wipe our your changes.

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  1. Thomas says:
    December 12, 2018 at 1:51 pm

    Hello Vishal,
    great information. Thank you very much therefor.

    But we still have the problem when we are importing contacts. Then an account is created for every contact.
    Do you have a solution for that also?

    Kind Regards,
    Thomas

    Reply
    1. Vishal Monpara says:Post Author
      December 12, 2018 at 11:40 pm

      Hello Thomas,

      I don’t know the solution but I assume that if you remove the account information from contact before importing, it will not create accounts.

      Thank you
      Vishal Monpara

      Reply
  2. Mustafa Taheri says:
    April 25, 2018 at 5:36 am

    It’s creating a blank contact in Contacts Module

    Reply
    1. Vishal Monpara says:Post Author
      April 25, 2018 at 8:30 am

      Hi Mustafa,

      You are right. It creates a contact with email address and phone number without name.

      Regards,
      Vishal Monpara

      Reply
    2. Ajay Verma says:
      May 3, 2020 at 3:28 am

      For preventing blank account creation after lead conversion…

      Go to ROOT/cache/themes/SuiteP/modules/Accounts/ConvertLead.tpl

      and change

      document.getElementById(‘newAccounts’).checked = true;

      to

      document.getElementById(‘newAccounts’).checked = false;

      Note: Your changes will be wiped if you update the SuiteCRM setup.

      Reply

About Vishal Monpara

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Vishal Monpara is a full stack Solution Developer/Architect with 18 years of experience primarily using Microsoft stack. Getting inspiration from HDH Pramukh Swami Maharaj and immense love for Indian languages, he has created typing solution for Indian languages, OCR for Indian languages and font converter software.

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