Carry Over Relations to Own Modules When Converting a Lead - EspoCRM Open Source Community Forum

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iscon

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Join Date: May 2014

Posts: 187
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#1

Carry Over Relations to Own Modules When Converting a Lead

03-17-2015, 07:33 AM

As it seems (a customer tells me) relations to custom made modules aren't carried over to contact and/or account once a lead is converted. This should be optional - e.g. the user should be able to choose whether this should happen or not - probably when setting up the relationship.

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Robert Laussegger
iscon group
http://www.iscongroup.net
mailto://info@iscongroup.net
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yuri

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#2

03-20-2015, 10:35 AM

There are some complications with this. We can do it in future. Or make customization specially for the customer sooner.

If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
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iscon

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Posts: 187
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#3

03-20-2015, 10:43 AM

Thanks. Any timeframe?

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Robert Laussegger
iscon group
http://www.iscongroup.net
mailto://info@iscongroup.net
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yuri

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#4

03-20-2015, 03:36 PM

In 1-2 month I believe. But it's not a problem to make it for certain relationships for a customer.

If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
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