Kharg / copy-lead-notes

Extension to copy Lead stream notes to the converted entity (Account/Contact/Opportunity).

Module - Copy Lead Notes

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

Table of Contents

• Introduction
• Requires
• Installation
  • Pre-build extension release

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.

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.