Copy Lead Notes

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  • Kharg
    Senior Member
    • Jun 2021
    • 506

    #1

    Copy Lead Notes

    Hello everyone,

    Today I am releasing a new extension for a feature requested a lot.

    Copy Lead Notes

    With this extension you will be able to copy lead notes when a lead gets converted:
    • Copy Notes to Account
    • Copy Notes to Contact
    • Copy Notes to Opportunity

    This Extension will copy:
    • Posts
    • Posts with attachments
    Click image for larger version

Name:	image.png
Views:	410
Size:	21.3 KB
ID:	98543

    Download: https://github.com/Kharg/copy-lead-notes
  • emillod
    Active Community Member
    • Apr 2017
    • 1577

    #2
    Nice Haven't tested yet, but looking good!

    Comment

    • oraculo1
      Junior Member
      • Feb 2021
      • 22

      #3
      Hi all,

      I've installed the extension from https://github.com/Kharg/copy-lead-n...ases/tag/1.0.0

      In administration panel, i check the options but save button does not work, cancel and reset buttons ye4s, but i can´t save checked options.

      Any idea? Espocrm version is 7.0.10

      Comment


      • Kharg
        Kharg commented
        Editing a comment
        Any errors in the browser console?
    • oraculo1
      Junior Member
      • Feb 2021
      • 22

      #4
      No, no errors

      Comment

      • oraculo1
        Junior Member
        • Feb 2021
        • 22

        #5
        Sorry, thirs is the errror:
        Uncaught TypeError: data is undefined actionSave espo.min.js:72
        click button[data-action="save"] espo.min.js:9
        Underscore 3

        jQuery 8

        Backbone 3

        setElementInAdvance bullbone.js:345
        Backbone 4

        _afterRender bullbone.js:463
        _afterRender bullbone.js:467
        _renderPromise bullbone.js:429
        _getHtml bullbone.js:693
        r bullbone.js:1249
        load loader.js:327
        template app.js:608
        _callExternalLoader bullbone.js:1139
        load bullbone.js:1149
        getTemplate bullbone.js:1261
        _getTemplate bullbone.js:756
        _getHtml bullbone.js:691
        o bullbone.js:653
        _getNestedViewsHtmlList bullbone.js:667
        _getHtml bullbone.js:693
        r bullbone.js:1249
        _executeLoadCallback loader.js:118
        _executeLoadCallback loader.js:118
        _handleResponse loader.js:539
        _processRequest loader.js:488
        jQuery 12

        _processRequest loader.js:471
        load loader.js:388
        promise callback*load loader.js:386
        template app.js:608
        _callExternalLoader bullbone.js:1139
        load bullbone.js:1149
        getTemplate bullbone.js:1261
        _getTemplate bullbone.js:756
        _getHtml bullbone.js:691
        o bullbone.js:653
        _getNestedViewsHtmlList bullbone.js:667
        _getHtml bullbone.js:693
        r bullbone.js:1249
        _executeLoadCallback loader.js:118
        _executeLoadCallback loader.js:118
        _handleResponse loader.js:539
        _processRequest loader.js:488
        jQuery 10



        Comment

        • Alexis
          Junior Member
          • Apr 2025
          • 25

          #6
          Hi,

          After upgrading EspoCRM from 9.3 to 10.0.1, this extension seems to break record creation and updates.

          Error log:
          Class "Espo\Core\Hooks\Base" not found
          File: custom/Espo/Modules/CopyLeadNotes/Hooks/Lead/AfterConvert.php
          Line: 10


          It looks like the extension still extends Espo\Core\Hooks\Base, which no longer exists in EspoCRM 10.
          I guess AfterConvert.php should be updated to use the new hook structure without extending Espo\Core\Hooks\Base.

          After uninstalling the Copy Lead Notes extension and clearing cache/rebuilding, creating and updating records works again on the V10.0.1

          Comment

          Working...