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feat: set lead name from email

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(cherry picked from commit ceeb724acc54d06ec27f3a3b5e948e5b6236af7c)
This commit is contained in:
barredterra 2023-12-01 20:10:51 +01:00 committed by Mergify
parent a551660d2a
commit f7706211ea
2 changed files with 7 additions and 1 deletions
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3
erpnext/crm/doctype/lead/lead.json
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@ -516,7 +516,7 @@
"idx": 5,
"image_field": "image",
"links": [],
"modified": "2023-08-28 22:28:00.104413",
"modified": "2023-12-01 18:46:49.468526",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead",
@ -577,6 +577,7 @@
],
"search_fields": "lead_name,lead_owner,status",
"sender_field": "email_id",
"sender_name_field": "lead_name",
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",

5
erpnext/crm/doctype/lead/lead.py
View File

@ -14,6 +14,7 @@ from frappe.utils import comma_and, get_link_to_form, has_gravatar, validate_ema
from erpnext.accounts.party import set_taxes
from erpnext.controllers.selling_controller import SellingController
from erpnext.crm.utils import CRMNote, copy_comments, link_communications, link_open_events
from erpnext.selling.doctype.customer.customer import parse_full_name
class Lead(SellingController, CRMNote):
@ -111,6 +112,10 @@ class Lead(SellingController, CRMNote):
return
self.contact_doc = self.create_contact()
# leads created by email inbox only have the full name set
if self.lead_name and not any([self.first_name, self.middle_name, self.last_name]):
self.first_name, self.middle_name, self.last_name = parse_full_name(self.lead_name)
def after_insert(self):
self.link_to_contact()