feat: set lead name from email

frappe · Dec 1, 2023 · ceeb724 · ceeb724
1 parent 5e9016f
commit ceeb724
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Showing 2 changed files with 7 additions and 1 deletion.
diff --git a/erpnext/crm/doctype/lead/lead.json b/erpnext/crm/doctype/lead/lead.json
@@ -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",

diff --git a/erpnext/crm/doctype/lead/lead.py b/erpnext/crm/doctype/lead/lead.py
@@ -16,6 +16,7 @@
 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):
@@ -113,6 +114,10 @@ def before_insert(self):
 					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()