/// <summary>
/// Converts the lead to contact.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
/// <param name="accountId">The account ID.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="mergeRule">The merge rule.</param>
private void ConvertLeadToContact(ILead sourceLead, string accountId, bool createOpportunity, string mergeRule)
{
if (accountId != null)
{
IAccount account = EntityFactory.GetById<IAccount>(accountId);
if (account != null)
{
var keyGen = new SalesLogixEntityKeyGenerator();
string key = keyGen.GenerateIds(typeof(IContact), 1).FirstOrDefault();
IContact contact = EntityFactory.Create<IContact>();
((IAssignableId)contact).Id = key;
string leadHistoryId = sourceLead.SaveLeadHistory();
sourceLead.ConvertLeadToContact(contact, account, "Add Contact to this Account");
if (mergeRule.ToUpper().Equals("LEADWINS"))
{
sourceLead.ConvertLeadAddressToContactAddress(contact);
}
else
{
contact.Address.Address1 = account.Address.Address1;
contact.Address.Address2 = account.Address.Address2;
contact.Address.Address3 = account.Address.Address3;
contact.Address.Address4 = account.Address.Address4;
contact.Address.City = account.Address.City;
contact.Address.Country = account.Address.Country;
contact.Address.County = account.Address.County;
contact.Address.Description = account.Address.Description;
contact.Address.PostalCode = account.Address.PostalCode;
contact.Address.Salutation = account.Address.Salutation;
contact.Address.State = account.Address.State;
contact.Address.TimeZone = account.Address.TimeZone;
contact.Address.Type = account.Address.Type;
contact.Address.GlobalSyncId = account.Address.GlobalSyncId;
contact.Address.AppId = account.Address.AppId;
contact.Address.Tick = account.Address.Tick;
}
sourceLead.MergeLeadWithAccount(account, mergeRule, contact);
CreateContactLeadSource(sourceLead, contact);
account.Save();
contact.Save();
IOpportunity opportunity = CreateOpportunity(createOpportunity, contact, sourceLead);
IList<IAttachment> attachment = EntityFactory.GetRepository<IAttachment>().FindByProperty("LeadId",
sourceLead.Id.
ToString());
foreach (IAttachment attach in attachment)
sourceLead.AddAttachmentsContactID(contact, account, null, attach);
sourceLead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
sourceLead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTarget =
EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", sourceLead.Id.ToString());
foreach (ICampaignTarget ct in campaignTarget)
sourceLead.ChangeCampaignTargetEntityID(contact, ct);
ILeadHistory leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
sourceLead.Delete();
EntityContext.RemoveEntityHistory(typeof (ILead), sourceLead.Id);
Response.Redirect(
opportunity != null
? string.Format("Opportunity.aspx?entityid={0}", opportunity.Id)
: string.Format("Contact.aspx?entityId={0}", contact.Id), false);
}
}
}
/// <summary>
/// Converts the lead to new account and contact.
/// </summary>
/// <param name="lead">The lead.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="options">The options.</param>
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
if (lead.LegalName != null)
{
string qry = "select LegalCompanyName from LegalMaster where LegalCompanyName ='" + lead.LegalName + "'";
Sage.Platform.Data.IDataService service1 = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Data.IDataService>();
System.Data.OleDb.OleDbConnection conObj = new System.Data.OleDb.OleDbConnection(service1.GetConnectionString());
System.Data.OleDb.OleDbDataAdapter dataAdapterObj = new System.Data.OleDb.OleDbDataAdapter(qry, conObj);
System.Data.DataTable dt = new System.Data.DataTable();
dataAdapterObj.Fill(dt);
if (dt.Rows.Count > 0)
{
lblmsg.Text = lead.LegalName + ": legal Name is already exists";
return;
}
}
//if (ddLSalesProcess.SelectedIndex > 0 || chkCreateOpportunity.Checked == false)
//{
var keyGen = new SalesLogixEntityKeyGenerator();
string key = keyGen.GenerateIds(typeof(IContact), 1).FirstOrDefault();
IContact contact = EntityFactory.Create<IContact>();
((IAssignableId)contact).Id = key;
IAccount account = EntityFactory.Create<IAccount>();
account.Type = "LEAD";
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
contact.SaveContactAccount(account);
IOpportunity opportunity = CreateOpportunity(createOpportunity, contact, lead);
IUser usr = lead.AccountManager;
IOwner own = lead.Owner;
if (lkpBranchManager.LookupResultValue != null)
{
usr = (IUser)lkpBranchManager.LookupResultValue;//Sage.Platform.EntityFactory.GetById<IUser>(lkpBranchManager.LookupResultValue.ToString());
Sage.Platform.Data.IDataService service1 = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Data.IDataService>();
System.Data.OleDb.OleDbConnection conObj = new System.Data.OleDb.OleDbConnection(service1.GetConnectionString());
System.Data.OleDb.OleDbDataAdapter dataAdapterObj3 = new System.Data.OleDb.OleDbDataAdapter("Select Optionvalue as DEFAULTSECCODEID from UserOptions where userid = '" + usr.Id.ToString() + "' and name ='InsertSecCodeID'", conObj);
System.Data.DataTable dt3 = new System.Data.DataTable();
dataAdapterObj3.Fill(dt3);
if (dt3.Rows.Count > 0)
{
Sage.Entity.Interfaces.IOwner objowner2 = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.IOwner>((object)dt3.Rows[0][0].ToString());
own = objowner2;
}
}
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
if(chkCreateOpportunity.Checked == true)
account.Type = "Prospect";
else
account.Type = "LEAD";
account.LegalName = lead.LegalName;
Sage.Platform.Data.IDataService service2 = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Data.IDataService>();
System.Data.OleDb.OleDbConnection conOb2 = new System.Data.OleDb.OleDbConnection(service2.GetConnectionString());
System.Data.OleDb.OleDbDataAdapter dataAdapterObj1 = new System.Data.OleDb.OleDbDataAdapter("Select INDSGMSTID From INDSGMST where CINDSGDESC = '" +lead.Industry+"' and CMKTSGDESC = '" +lead.MKTSegment +"'", conOb2);
System.Data.DataTable dt1 = new System.Data.DataTable();
dataAdapterObj1.Fill(dt1);
if (dt1.Rows.Count > 0)
{
account.SegmentmstID = dt1.Rows[0][0].ToString();
}
//account.Industry = lead.Industry;
//account.MktSegment = lead.MKTSegment;
account.AccountManager = usr;
account.Owner = own;
contact.Owner = own;
contact.AccountManager = usr;
account.Status = "Active";
contact.Save();
account.Save();
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
ILeadHistory leadHistory = EntityFactory.GetById<ILeadHistory>(lead.SaveLeadHistory());
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
//lead.Delete();
Sage.Entity.Interfaces.IOwner objowner = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.IOwner>((object)"SYST00000002");
lead.Owner = objowner;
lead.Status = "Converted";
lead.Save();
string url;
if (opportunity != null)
{
opportunity.Status = "Active";
opportunity.BusinessPotential = lead.BussinessPortential;
opportunity.AccountManager = usr;
opportunity.Owner = own;
opportunity.Save();
url = string.Format("Opportunity.aspx?entityid={0}", opportunity.Id);
}
else
url = string.Format("Contact.aspx?entityId={0}", contact.Id);
cmdConvert.Click += DialogService.CloseEventHappened;
//Page.ClientScript.RegisterClientScriptBlock(GetType(), "sas", "<script>window.close();if (window.opener && !window.opener.closed) { window.opener.location='" + url + "'; }</script>", false);
Response.Redirect(
opportunity != null
? string.Format("Opportunity.aspx?entityid={0}", opportunity.Id)
: string.Format("Contact.aspx?entityId={0}", contact.Id), false);
/*}
else
{
lblmsg.Text = "Please Select SalesProcess,Then Continue Convert Opportunity";
//throw new Sage.Platform.Application.ValidationException("The call to LeadSearchAndConvert.cmdConvert_Click() failed");
}*/
}
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
//======================================================================
// CFX ssommerfeldt Copied from LeadSearchAndConvert.ascx.cs
//======================================================================
IOpportunity opportunity = null;
IContact contact = EntityFactory.Create<IContact>();
IAccount account = EntityFactory.Create<IAccount>();
string leadHistoryId = string.Empty;
ILeadHistory leadHistory = null; EntityFactory.Create<ILeadHistory>();
leadHistoryId = lead.SaveLeadHistory();
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
account.Save();
//==============================================================
// CFX Customized Below this line ssommerfeldt July 28, 2011
//===============================================================
// CFX quite often has contacts with no Person Name
if (contact.FirstName == null && contact.LastName == null)
{
contact.FirstName = "No";
contact.LastName = "Name";
}
try
{
contact.SaveContactAccount(account);
}
catch (Exception)
{
// throw;
}
//==============================================================
// CFX Customized Below this line ssommerfeldt July 28, 2011
//===============================================================
if (createOpportunity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = string.Format(GetLocalResourceObject("Opportunity_Description").ToString(), lead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
opportunity.Save();
}
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
lead.Delete();
//EntityContext.RemoveEntityHistory(typeof(ILead), lead.Id);
//if (opportunity != null)
//{
// Response.Redirect(string.Format("Opportunity.aspx?entityid={0}", opportunity.Id), false);
//}
//else
//{
// //Response.Redirect(string.Format("Contact.aspx?entityId={0}", contact.Id), false); //CFX
// Response.Redirect(string.Format("Account.aspx?entityId={0}", account.Id), false);
//}
}
/// <summary>
/// Converts the lead to new account and contact.
/// </summary>
/// <param name="lead">The lead.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="options">The options.</param>
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
IOpportunity opportunity = null;
IContact contact = EntityFactory.Create<IContact>();
IAccount account = EntityFactory.Create<IAccount>();
string leadHistoryId = string.Empty;
ILeadHistory leadHistory = null; EntityFactory.Create<ILeadHistory>();
leadHistoryId = lead.SaveLeadHistory();
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
account.Save();
//==================================================
// CFX Code here
//==================================================
foreach (ILeadWebsite tmpWebsite in lead.LeadWebsites)
{
// Create Account Additional Website Record
Sage.Entity.Interfaces.IAccountWebsite Acctwebsite = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.IAccountWebsite>();
Acctwebsite.Account = account;
Acctwebsite.Notes = tmpWebsite.Notes;
Acctwebsite.WebAddress = tmpWebsite.WebAddress;
try
{
Acctwebsite.Save();
}
catch (Exception)
{
//Exception But Continue
}
}
// ===========================================================
// End CFX Code
//================================================================
contact.SaveContactAccount(account);
if (createOpportunity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = string.Format(GetLocalResourceObject("Opportunity_Description").ToString(), lead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
opportunity.Save();
}
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
lead.Delete();
EntityContext.RemoveEntityHistory(typeof(ILead), lead.Id);
if (opportunity != null)
{
Response.Redirect(string.Format("Opportunity.aspx?entityid={0}", opportunity.Id),false);
}
else
{
Response.Redirect(string.Format("Contact.aspx?entityId={0}", contact.Id), false);
}
}
/// <summary>
/// Converts the lead to contact.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
/// <param name="accountID">The account ID.</param>
private void ConvertLeadToContact(ILead sourceLead, string accountID, bool createOpportinity, string mergeRule)
{
if (accountID != null)
{
IAccount account = EntityFactory.GetById<IAccount>(accountID);
if (account != null)
{
IContact contact = EntityFactory.Create<IContact>();
IOpportunity opportunity = null;
ILeadHistory leadHistory = null;
string leadHistoryId = string.Empty;
leadHistoryId = sourceLead.SaveLeadHistory();
sourceLead.ConvertLeadToContact(contact, account, "Add Contact to this Account");
if (mergeRule.ToUpper().Equals("LEADWINS"))
{
sourceLead.ConvertLeadAddressToContactAddress(contact);
//sourceLead.ConvertLeadAddressToAccountAddress(account);
}
else
{
contact.Address.Address1 = account.Address.Address1;
contact.Address.Address2 = account.Address.Address2;
contact.Address.Address3 = account.Address.Address3;
contact.Address.Address4 = account.Address.Address4;
contact.Address.City = account.Address.City;
contact.Address.Country = account.Address.Country;
contact.Address.County = account.Address.County;
contact.Address.Description = account.Address.Description;
contact.Address.PostalCode = account.Address.PostalCode;
contact.Address.Salutation = account.Address.Salutation;
contact.Address.State = account.Address.State;
contact.Address.TimeZone = account.Address.TimeZone;
contact.Address.Type = account.Address.Type;
}
sourceLead.MergeLeadWithAccount(account, mergeRule, contact);
account.Save();
contact.Save();
if (createOpportinity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = string.Format("Opportunity for {0}", sourceLead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
opportunity.Save();
}
IList<IAttachment> attachment = EntityFactory.GetRepository<IAttachment>().FindByProperty("LeadId", sourceLead.Id.ToString());
foreach (IAttachment attach in attachment)
sourceLead.AddAttachmentsContactID(contact, account, null, attach);
sourceLead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
sourceLead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTarget = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", sourceLead.Id.ToString());
foreach (ICampaignTarget ct in campaignTarget)
sourceLead.ChangeCampaignTargetEntityID(contact, ct);
leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
sourceLead.Delete();
EntityContext.RemoveEntityHistory(typeof(ILead), sourceLead.Id);
if (opportunity != null)
{
Response.Redirect(string.Format("Opportunity.aspx?entityid={0}", opportunity.Id), false);
}
else
{
Response.Redirect(string.Format("Contact.aspx?entityId={0}", contact.Id),false);
}
}
}
}
/// <summary>
/// Converts the lead to new account and contact.
/// </summary>
/// <param name="lead">The lead.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="options">The options.</param>
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
var keyGen = new SalesLogixEntityKeyGenerator();
string key = keyGen.GenerateIds(typeof(IContact), 1).FirstOrDefault();
IContact contact = EntityFactory.Create<IContact>();
((IAssignableId)contact).Id = key;
IAccount account = EntityFactory.Create<IAccount>();
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
contact.SaveContactAccount(account);
IOpportunity opportunity = CreateOpportunity(createOpportunity, contact, lead);
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
ILeadHistory leadHistory = EntityFactory.GetById<ILeadHistory>(lead.SaveLeadHistory());
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
lead.Delete();
EntityContext.RemoveEntityHistory(typeof(ILead), lead.Id);
Response.Redirect(
opportunity != null
? string.Format("Opportunity.aspx?entityid={0}", opportunity.Id)
: string.Format("Contact.aspx?entityId={0}", contact.Id), false);
}
/// <summary>
/// Converts the lead to new account and contact.
/// </summary>
/// <param name="lead">The lead.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="options">The options.</param>
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
IOpportunity opportunity = null;
IContact contact = EntityFactory.Create<IContact>();
IAccount account = EntityFactory.Create<IAccount>();
string leadHistoryId = string.Empty;
ILeadHistory leadHistory = null; EntityFactory.Create<ILeadHistory>();
leadHistoryId = lead.SaveLeadHistory();
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
account.Save();
contact.SaveContactAccount(account);
if (createOpportunity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = string.Format(GetLocalResourceObject("Opportunity_Description").ToString(), lead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
opportunity.Save();
}
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
lead.Delete();
EntityContext.RemoveEntityHistory(typeof(ILead), lead.Id);
if (opportunity != null)
{
Response.Redirect(string.Format("Opportunity.aspx?entityid={0}", opportunity.Id),false);
}
else
{
Response.Redirect(string.Format("Contact.aspx?entityId={0}", contact.Id), false);
}
}
