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

November 21, 2017

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.

Comments

5 responses to “Make the Account or Contact Optional When Converting a Lead in SuiteCRM”

Thomas
December 12, 2018
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
  December 12, 2018
  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
Mustafa Taheri
April 25, 2018
It’s creating a blank contact in Contacts Module
Reply
1. Vishal Monpara
  April 25, 2018
  Hi Mustafa,
  You are right. It creates a contact with email address and phone number without name.
  Regards,
  Vishal Monpara
  Reply
2. Ajay Verma
  May 3, 2020
  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