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#1922 - Lead Convert Issue
We are using the Security Suite module and currently facing this problem
We have Strict rights, User Role Precedence , Use Creator Group Select and Inherit from Created By User checked .
User Mark belongs to multiple groups ( Say A,B, C) and has group access. Group A is the primary group of Mark and group C is non inheritable. Group B has inheritable and non primary.
A lead is created with Security Group C. when the lead is converted to contact and account both Group A and Group B are assigned to the Account and Contact.
But I am expecting that when a lead is converted the contact and account should have the same group as lead.
Please suggest me on how to handle this scenario.
Thanks and Regards,
Jeffray
10 years ago
Hi Jeffray,
If A and B are assigned to the Account/Contact after the conversion that is due to the Inherit from Created By User being checked. Is Group C also inherited? If so, that is because it is inheriting C from the lead. I can see how that may not be wanted, but because Mark is being assigned to the new Account/Contact both A and B will be added to those records. If that is not desired my recommendation would be to add a logic hook to remove A and B after a lead conversion. This would require custom code which will be challenging unless you have a developer. It would require an after_relationship_add hook that fires after SecuritySuite adds those groups and it would need to detect via the request if this is a lead conversion.
Hopefully this helps to shed some light on that and gives some ideas on how to work around that.
-Jason
10 years ago
Hi Jason,
Thanks for the instant Clarification. Appreciate your support.
Thanks Jeff
10 years ago
Glad to help with that! I'll close this case out, but feel free to follow up here as needed. I see your other case and will answer that shortly.