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Adding a convert button

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  • Adding a convert button

    Hello!

    I need to create a "Convert" button on the #Account entity, any ideas on how to do it?

    Cheers!

  • #2
    The documents tell you how to create a button here: https://docs.espocrm.com/development/custom-buttons/

    To convert you need to figure that out yourself, you can try looking at the "Lead" convert and see how they work and see if you can create your own version.

    There is also a few "Button" thread that might help you out from reading it, you can do a page search (Ctrl+F) for "button" and open these thread. The collection of thread can be found here: https://github.com/o-data/EspoCRM-Le...nd-Design/wiki

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