How to customize SuiteCRM's lead management functions using PHP

How to use PHP to customize the lead management function of SuiteCRM

SuiteCRM is an open source customer relationship management software that provides rich functions to manage sales processes and customer data. However, the default lead management function may not fully meet your needs, which requires using PHP to customize the lead management function of SuiteCRM.

This article will introduce how to use PHP to write code to customize the lead management function of SuiteCRM to achieve more efficient and personalized lead management.

First, open your SuiteCRM folder and navigate to the "modules/Leads" directory. This is where code related to lead management is stored.

1. Create a custom field

Create a new file in the "custom/Extension/modules/Leads/Ext/Vardefs" directory and name it "your_field.php" (replace " your_field" with the name of your custom field).

In this file, add a custom field using the following code:

<?php
$dictionary['Lead']['fields']['your_field'] = array(
    'name' => 'your_field',
    'vname' => 'LBL_YOUR_FIELD',
    'type' => 'varchar',
    'len' => 255,
    'required' => false,
    'massupdate' => false,
    'comments' => 'Your custom field',
    'importable' => 'false',
    'audited' => true,
    'reportable' => true,
    'duplicate_merge' => 'disabled',
    'merge_filter' => 'disabled',
    'default' => '',
);
?>

Replace "your_field" with the name of the field you want to add, and modify 'vname' => 'LBL_YOUR_FIELD ' is the name of the field displayed in CRM.

2. Add fields to the lead details page

In the "modules/Leads/metadata/detailviewdefs.php" file, add the following code to add custom fields to the lead details page:

<?php
$viewdefs['Leads']['DetailView']['templateMeta']['includes'][] = array(
    'file' => 'custom/modules/Leads/detailview_your_field.php',
    'module' => 'Leads',
    'form' => true,
);

Create a new file "custom/modules/Leads/detailview_your_field.php" and add the following code in the file:

<?php
if (!defined('sugarEntry') || !sugarEntry) {
    die('Not A Valid Entry Point');
}

global $app_list_strings, $current_user;

if (!empty($this->bean->your_field)) {
    $fields[] = array(
        'label' => 'LBL_YOUR_FIELD',
        'value' => $this->bean->your_field,
    );
}

This code will be displayed under the "LBL_YOUR_FIELD" tag The value of the custom field.

3. Save and display custom fields

In the "Save.php" file under the "modules/Leads" directory, find the following code:

$beanList[$this->bean->module_dir]['bean_name'] = 'Lead';
$this->bean = BeanFactory::getBean($this->bean->module_dir);

In the above Add the following code below the code:

if (!empty($_POST['your_field'])) {
    $this->bean->your_field = $_POST['your_field'];
}

This code will save the value of the custom field obtained from user input.

Then, in the "DetailView.php" file under the "modules/Leads" directory, find the following code:

'customCode' => '{$CONTACTS} {$ACCOUNTS}',

Add the following code below the above code:

if (!empty($focus->your_field)) {
    $filler = ($filler == '')? '':' ';
    $filler .= $focus->your_field;
    $focus->customCode = $filler;
}

This code will display the value of the custom field between the "Contact" and "Account" fields on the lead details page.

4. Regenerate the metadata cache

After completing the above steps, you need to regenerate the metadata cache. You can find the option to "Clear system cache" in the "Admin" section of the "admin" page.

In this way, your SuiteCRM system will successfully customize the lead management function and add custom fields.

Summary

By writing code in PHP, we can easily customize SuiteCRM’s lead management capabilities to meet our individual needs. The above sample code is just a simple demonstration, and you can make more complex customizations according to actual conditions. I hope this article can help you better utilize PHP to customize the lead management functions of SuiteCRM.

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