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TOPIC: Assign leads ID field to a different field.

Assign leads ID field to a different field. 4 months 1 week ago #80314

  • srob
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Hi guys,

I hope you can help me.

I need to assign the leads id field from the last name field to a different field such as account name or maybe a new field I create. My leads are company names.

You might think well, just add the last name as a business name and that's it. I can't because in some cases I have the lead's first and last name and sometimes I don't i just have the business name.

So, how can i assigned the leads ID to a different field without messing the entire logic of the system?

Hope you can help.


I'm using the latest version

Regards,
Steve
Last Edit: 4 months 1 week ago by srob. Reason: add version
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Assign leads ID field to a different field. 4 months 4 days ago #82065

  • AlxGr
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You can use LogicHooks or Workflow to assign any value to any variable. First go to Studio and check the fields list for Leads and you can use the same on your hooks or workflow. There you will be able to assign to any custom field.

You should read the below:
https://docs.suitecrm.com/developer/working-with-beans/

https://docs.suitecrm.com/developer/logic-hooks/
I can help you with your customization. Requests at ctmprograATondsystemsDOTcom
No dude en contactarme si necesita personalizar su aplicación. Mi email es ctmprograARROBAondsystemsPUNTOcom
Last Edit: 4 months 4 days ago by AlxGr.
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