Hello,
Is possible to disable create contact at the time of converting a lead?
I followed up this threat from https://community.sugarcrm.com/thread/28495-how-to-avoid-creating-contact-while-lead-conversion but does not work,
I did the followings :
1: modules\Leads\metadata\convertdefs.php copy this file to custom\modules\Leads\metadata\convertdefs.php
2: just remove contacts arrays which are defined like
$viewdefs['Contacts']['ConvertLead'] = array(- modules\Leads\views\view.convertlead.php copy this file to custommodules\Leads\views\view.convertlead.php
comment:
$this->contact = new Contact(); line number 94
$relatedFields = $this->contact->get_related_fields(); line number 116
$smarty->assign("contact_def", $this->contact->field_defs); line number 137
$smarty->assign('convertModuleListOptions', get_select_options_with_id(array('None'=>$app_strings['LBL_NONE'], 'Contacts' => $app_list_strings["moduleListSingular"]['Contacts']), '')); line number 156
$smarty->assign('convertModuleListOptions', get_select_options_with_id(array('Contacts' => $app_list_strings["moduleListSingular"]['Contacts']), '')); line number 160
$beans['Contacts'] = new Contact(); line number 369
After above changes on the lead conversion below message display:
Error retrieving the record. This record may be deleted or you may not be authorized to view it. (see screenshot 1)
.png)
Also, I notice on the process to convert a lead to account now does not show in all values. (see screenshot 2)
.png)
Does anyone know if it is possible to disable create contacts and to have all other functionalities as before?
Version 7.10.7 Suite CRM
Thank you