Converting From Lead to Account/Contact Issues

[FaizAhamed]

Hi,

When we are converting a lead to an account or a contact it is not updating custom fields i have created to the new account or contact. For eg i have created a custom field as Account ID in the Leads, but when i'm converting this lead as an account or a contact this custom field is not transferred to the new account or contact. How can i solve this issue.

[yuri]

Hi

I know about this issue. To be fixed in the next release. For now you can fix it in /application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json

convertFields parameter. Specify your custom fields there.

clear cache after all.

[FaizAhamed]

Thnx yurikuzn....

[FaizAhamed]

Hi Yurikuzn,

I tried this option, but it's still not showing the parameters, Any other option available for this?

[yuri]

That should work. You need to map correspondence of fields. For email address you need to specify extra field 'emailAddressData'.

[FaizAhamed]

Hi Yurikuzn.... Its working, thanks for the support.....