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copy-lead-notes's Introduction

Module - Copy Lead Notes

This extension copies lead stream notes to the converted account/contact/opportunity entity type.

Table of Contents

Introduction

This extension allows 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

if you'd like other types of notes to be copied please open a new issue and I will check if it's possible to add support for it.

After installation visit /#Admin/CopyLeadNotes to enable/disable the extension for the entities you need.

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Requires

  • EspoCRM >= 7.0

Installation

Pre-build extension release

  1. Download the latest release from Release page.
  2. Go to Administration -> Extensions and upload the downloaded file.

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copy-lead-notes's Issues

8.2.2 ready?

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Thanks for extensions!!

If this one 8.2.2. ready?

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