Make the Account or Contact optional when converting a Lead in SuiteCRM
By Vishal Monpara | November 21, 2017 | 4 Comments
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.
- Go to your SuiteCRM_ROOT/modules/Leads/metadata
- Open convertdefs.php in your text editor.
- If you want to make Contact as optional, go to approximately Line 40 where you will see a code for “$viewdefs[‘Contacts’][‘ConvertLead’]”. On Line 42, change “‘required’ => true,” to “‘required’ => false,” and you are done.
- If you want to make Account as optional, go to approximately Line 104 where you will see a code for “$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.
4 thoughts on “Make the Account or Contact optional when converting a Lead in SuiteCRM”
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
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
Hi Mustafa,
You are right. It creates a contact with email address and phone number without name.
Regards,
Vishal Monpara
It’s creating a blank contact in Contacts Module