[Vtigercrm-developers] how to know what lead an account came form?

[Prasad]

Contacts should have (Type = Lead | Customer)
When conversion happens change the Type.

Wouldn't this suffice?

Is there a reason to have a Leads module?

Regards,
Prasad


On Sat, Jan 8, 2022 at 2:01 AM Rubén A. Estrada Orozco <rulotec1 at gmail.com>
wrote:

> Thanks for the feedback guys!
>
> I was hoping there was a straightforward way (via IDs) to achieve that. As
> Alan pointed out, I think it could be easily achieved adding a column to
> the accounts/contacts table to store the leadid, once it is converted,
> using an eventhandler. If the Vtiger Team thinks this could be pulled, I
> can submit a MR.
> For the already existing records I will stick to a non-perfect method just
> using the email.
>
>
> Saludos
>
> Rubén
>
>
> On Tue, Jan 4, 2022 at 6:11 AM Alan Lord <alanslists at gmail.com> wrote:
>
>> Nope it was my old colleague who added the event 6 years ago so that
>> would have been around vtiger 6.5 or so...:
>>
>> https://code.vtiger.com/vtiger/vtigercrm/merge_requests/32
>>
>> Al
>>
>> On 04/01/2022 11:59, Alan Lord wrote:
>> > On 04/01/2022 11:50, Angelo Paglialonga wrote:
>> >> Hi Ruben , I think you could make  a sql query joining Leads and
>> >> accounts  with same email and Converted flag set to 1.
>> >
>> > You would have to include modtracker to make sure you get the fields'
>> > value at the right moment in time - in case the field value has changed
>> > since.
>> >
>> >> @alan if you have a suggestion you could propose a merge request what
>> >> do you think?
>> >
>> > It would be easier now as I think I encouraged vtiger to add a lead
>> > conversion event. Yes, 4 years ago:
>> >
>> >
>> https://code.vtiger.com/vtiger/vtigercrm/commit/f9125c7eac5f1b505dc216dd68dd012cd265b6e1
>> >
>> >
>> > An event handler would probably be all that is needed plus a column to
>> > record the old lead id somewhere.
>> >
>> > Al
>> >
>> > _______________________________________________
>> > http://www.vtiger.com/
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
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