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Copy Attachments from Lead To Contact and Account RRS feed

  • Question

  • Hi All,

    In my scenario, when Lead is converted to Contact and Account in CRM 2011.
    In this case i need to copy Notes and also Attachments to the Contact and Account.

    Mostly i am thinking on how to copy the Attachments??
    Do i need to download it first from Lead then Upload it to the Contact and Account??
    If yes, then how to do that inside Plug In?

    Any kind of suggestion will be appreciated..

    Thanks
    • Edited by A MSCRM Friday, June 7, 2013 7:13 AM
    Friday, June 7, 2013 7:13 AM

Answers

All replies

  • Hi,

    You may create a plugin which queriesd after lead gets qualified and you can clone the records of notes and attach them with contact/account with their relationship.try this link,

    http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/e660e6ab-4e25-430f-b540-b8f371928a14


    VidhiyaM




    • Edited by VidhiyaM Friday, June 7, 2013 7:30 AM
    • Marked as answer by A MSCRM Friday, June 7, 2013 9:38 AM
    • Unmarked as answer by A MSCRM Friday, June 7, 2013 10:26 AM
    • Marked as answer by A MSCRM Friday, July 5, 2013 7:02 AM
    Friday, June 7, 2013 7:24 AM
  • Hi VidhiyaM,

    Thanks VidhiyaM
    It seems that that this is it I was looking for..:)

    Let me go through this..

    I will be back here after..


    Friday, June 7, 2013 7:37 AM
  • Hi Anish,

              Create a drop down filed as CONVERT TO, and create a workflow by checking Convert to Function.

              if Lead.Converto=Convert --> Create Contact and Create Account then at that time point the attachments.

    Friday, June 7, 2013 8:28 AM
  • HI VidhiyaM,

    Thankyou!..:)

    This is exactly was looking for..
    Thanks again.
    Friday, June 7, 2013 9:41 AM
  • Hi VidhiyaM,

    Sorry to mark as unanswer. i did it to discuss further more..

    My attach,ents has been shown in the Contact and Account...but it is showing current datetime i.e createdon because i have created it programatically.

    when any note is added there is three row created.
    One is Title i.e subject : This is ok.
    One is Text i.e notetext : This is ok.
    one is User with DateTime of createdon : I want to hide this.

    Because when i copy note from Lead it showing current Time instead of createdon.
    So, this creates confusion. I want to hide this..
    • Proposed as answer by VidhiyaM Friday, June 7, 2013 11:03 AM
    • Unproposed as answer by VidhiyaM Friday, June 7, 2013 11:04 AM
    Friday, June 7, 2013 10:33 AM
  • Hi,

    I dn't find any confusion over there.As soon as your lead gets converted into account/contact it will copy the fields from attached notes and gets created in account/contact so that you are getting created on date as current date and as far as i know you can't able to hide this!


    VidhiyaM


    • Edited by VidhiyaM Friday, June 7, 2013 11:14 AM
    Friday, June 7, 2013 11:11 AM
  • Hi VidhiyaM,

    This can possible that Lead is created today and Notes are added tomorrow and Lead is converted After Tomorrow.

    So, in this case i want to hide that part specially because in copied Note what happens that lowest below line for that Note displays Username and Date(Created On)

    This is bydefault by the system. Then Next Upper line displays the Text(It is ok.). Then next upper line displays again that <br/>

    "Note created on Date1(Old CreatedOn in Lead) by User1". This is that i want and it is displaying But i want to hide that lower line.

    It is not possible?

    Friday, June 7, 2013 12:40 PM