Sugar CRM (One for the I.T bods)

[jambo]

Morning all, just wondering if anyone out there works with Sugar CRM at all?

I'm customising it for use here at the office but it's not something I've used before, I can happily make custom fields and drop downs, and I can edit the layouts of the modules without a problem. What I can't seem to find is where the "convert" functions live, presumably they are SQL queries, but I can't get any of my new custom fields to copy their contents accross into their counterparts in "Accounts" when a "Lead" is converted. Only the ones that Sugar have as standard copy, which is a bit of a pain.

Any thoughts or even pointing me to an obvious help page would be great.


Ta,
Jambo

It's been a LONG time since I used SugarCRM, and your post barely registers as English at the moment.

I've still got access to the systems running Sugar, so I'll have a play later this afternoon & see if I can make head or tail of your problem

Not looked at that for ages, and it was only a glance at what another engineer was looking at!

This link any good for you?

http://www.sugarforge.org/

Cheers

Rich

[jambo]

Cheers all, Turns out I didn't have the field names exactly the same under both modules so the data wasn't copying accross....

Yah lives & learns, Cheers to Baph for the useful links.

No problem, always a chore, never a pleasure. Or something like that