![]() ![]() ![]() However out of the box, the data from the Criteria module would not transfer over.įirst let’s create a manifest for the install-able package and we will use Module Loader to install this package. Once all the criteria have been met, a lead will be converted to an Account, Contact and in this case also an Opportunity. The Criteria module is used to identify the qualification of a particular lead. In this example I have a custom module called Criteria which is 1-M with the Lead module. This approach is upgrade safe so it can also be installed on a Sugar OnDemand environment. Thankfully, there is a workaround solution that we can implement in code. Unfortunately for now Sugar considers this as a feature request for a future version of SugarCRM. In my personal opinion this should be done automatically as long as you add this module on to the Lead Conversion screen. Converting a lead that has data associated to it in a custom module will cause the data to be lost. In SugarCRM a Lead Conversion will not handle data from a custom module. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |