by eggsurplus

Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.

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#2014 - Multi-Group user and convert Lead to Account

Closed Bug? created by cholly Verified Purchase a year ago

When I test a multi-Group user with the settings of Use Creator Group Select and Inherit from Parent Record converting a Lead to Account, the new Account and Contact have no Group, nor was a pop-up available to select. Is there an issue with my settings? Or how do I avoid this? Thanks.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    a year ago

    Could you attach a screenshot of your settings page here or email solutions@eggsurplus.com, please? What groups were assigned to the Lead?

    Thanks!

  2. cholly member avatar

    cholly Verified Purchase

    a year ago

    Hi Jason,

    The Lead did have a Group.
    I emailed you the Lead and SG Settings screen shots.
    Thanks!

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      a year ago

      Thanks! Got the email. I may not be able to look at it this week, but will try as soon as possible.

  3. cholly member avatar

    cholly Verified Purchase

    a year ago

    Thank you!

  4. eggsurplus member avatar

    eggsurplus Provider Affiliate

    a year ago

    Fortunately, and unfortunately, confirmed this behavior with recent versions of SuiteCRM. I will follow up here when a new version is available.

  5. eggsurplus member avatar

    eggsurplus Provider Affiliate

    a year ago

    3.1.16 is now available in your downloads that address the lead conversion. Just install over the top of the existing install. Do not uninstall prior. Let me know how it goes!

  6. cholly member avatar

    cholly Verified Purchase

    a year ago

    Thanks for taking care of that. I did install the updated version and the Convert Lead does relate Account and Contact to the Lead's group when multi Division user converts, rather than no group. I noticed this happening in my SugarCRM production version. Do you think you could email me the code to update if it's not too much to ask. I'd rather not install a new version in production at this point. Thanks!

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      a year ago

      Look in the zip for /install_dir/notupgradesafe/modules/Leads/views/view.convertlead.php. In that file merge with that same file in production. Look for the single /* BEGIN - SECURITY GROUPS */ code block.

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