feat: copy emails from lead to customer
diff --git a/erpnext/selling/doctype/customer/customer.py b/erpnext/selling/doctype/customer/customer.py
index efb9820..d44532a 100644
--- a/erpnext/selling/doctype/customer/customer.py
+++ b/erpnext/selling/doctype/customer/customer.py
@@ -229,6 +229,7 @@
if self.flags.is_new_doc:
self.link_lead_address_and_contact()
+ self.copy_communication()
self.update_customer_groups()
@@ -290,6 +291,17 @@
linked_doc.append("links", dict(link_doctype="Customer", link_name=self.name))
linked_doc.save(ignore_permissions=self.flags.ignore_permissions)
+ def copy_communication(self):
+ if not self.lead_name or not frappe.db.get_single_value(
+ "CRM Settings", "carry_forward_communication_and_comments"
+ ):
+ return
+
+ from erpnext.crm.utils import copy_comments, link_communications
+
+ copy_comments("Lead", self.lead_name, self)
+ link_communications("Lead", self.lead_name, self)
+
def validate_name_with_customer_group(self):
if frappe.db.exists("Customer Group", self.name):
frappe.throw(