/// <summary>
/// Adds the contact to account.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
private void AddContactToAccount(ILead sourceLead, string accountID)
{
if (accountID != null)
{
IList <IAccount> selectedAccount = EntityFactory.GetRepository <IAccount>().FindByProperty("Id", accountID);
if (selectedAccount != null)
{
foreach (IAccount account in selectedAccount)
{
IContact newContact = EntityFactory.Create <IContact>();
sourceLead.ConvertLeadToContact(newContact, account, "Add Contact to this Account");
sourceLead.ConvertLeadAddressToContactAddress(newContact);
sourceLead.ConvertLeadAddressToAccountAddress(account);
sourceLead.MergeLeadWithAccount(account, "ACCOUNTWINS", newContact);
account.Save();
newContact.Save();
Response.Redirect(string.Format("Contact.aspx?entityId={0}", (newContact.Id)));
}
}
}
}
protected void btnConvert_Click(object sender, EventArgs e)
{
IContact newContact = EntityFactory.Create <IContact>();
ILeadHistory newHistory = EntityFactory.Create <ILeadHistory>();
ILeadAddressHistory newAddressHistory = EntityFactory.Create <ILeadAddressHistory>();
newAddressHistory.LeadHistory = newHistory;
newHistory.Addresses.Add(newAddressHistory);
ILead curLead = BindingSource.Current as ILead;
if (curLead == null)
{
return;
}
accountID = ((IAccount)dtsAccounts.Current).Id.ToString();
if (accountID != null)
{
var account = EntityFactory.GetById <IAccount>(accountID);
if (account != null)
{
curLead.ConvertLeadToContact(newContact, account,
GetLocalResourceObject("chkAddContacts.Text").ToString());
curLead.ConvertLeadAddressToContactAddress(newContact);
curLead.ConvertLeadAddressToAccountAddress(account);
curLead.MergeLeadWithAccount(account,
GetLocalResourceObject("ExistingAccountwins.Text").ToString(),
newContact);
account.Save();
Response.Redirect(string.Format("Contact.aspx?entityId={0}", (newContact.Id)));
}
}
}
/// <summary>
/// Adds the contact to account.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
/// <param name="accountID">The account ID.</param>
private void AddContactToAccount(ILead sourceLead, string accountID)
{
if (accountID != null)
{
var account = EntityFactory.GetById <IAccount>(accountID);
if (account != null)
{
IContact newContact = EntityFactory.Create <IContact>();
sourceLead.ConvertLeadToContact(newContact, account, "Add Contact to this Account");
sourceLead.ConvertLeadAddressToContactAddress(newContact);
sourceLead.ConvertLeadAddressToAccountAddress(account);
sourceLead.MergeLeadWithAccount(account, "ACCOUNTWINS", newContact);
account.Contacts.Add(newContact);
account.Save();
Response.Redirect(String.Format("Contact.aspx?entityId={0}", (newContact.Id)));
}
}
}
/// <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>
/// Adds the contact to account.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
private void AddContactToAccount(ILead sourceLead, string accountID)
{
if (accountID != null)
{
IList<IAccount> selectedAccount = EntityFactory.GetRepository<IAccount>().FindByProperty("Id", accountID);
if (selectedAccount != null)
{
foreach (IAccount account in selectedAccount)
{
IContact newContact = EntityFactory.Create<IContact>();
sourceLead.ConvertLeadToContact(newContact, account, "Add Contact to this Account");
sourceLead.ConvertLeadAddressToContactAddress(newContact);
sourceLead.ConvertLeadAddressToAccountAddress(account);
sourceLead.MergeLeadWithAccount(account, "ACCOUNTWINS", newContact);
account.Save();
newContact.Save();
Response.Redirect(string.Format("Contact.aspx?entityId={0}", (newContact.Id)));
}
}
}
}
/// <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);
}
}
}
}