AnsweredAssumed Answered

Convert lead layout does not appear on studio when I try to disable account requirement on lead conversion

Question asked by rafael.pinho rafael.pinho on Apr 17, 2015
Latest reply on Sep 22, 2015 by sonesay inthavong
My business is B2B and B2C. Regarding this, i need my Sugar CRM to be able to convert leads creating contacts and accounts or just contacts.

I'm using Sugar Community Edition 6.5.20.

I've researched a lot about this and found two ways to solve:

  1. Add this to the config.php or config_override.php file:
    $sugar_config['require_accounts'] = false;

    This solution would affect all modules and I need it only on Lead conversion.

  2. Disable account requirement on lead conversion layout:

    To do this, I would have to go to admin > studio > leads > layouts > lead convert.
    The problem is that when I follow this path i get to "admin > studio > leads > layouts" and the option "Lead convert" is not there. I also looked for it on other options of admin configs and I haven't found nothing (see image below):



    Can anybody help either to deactivate account requirement on lead conversion or activate the edit lead convert layout option?
Best Regards,

Rafael Pinho
rafael.pinho@clickjuris.com.br

Outcomes