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feat: set lead name from email (backport #38505) #38752

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merged 1 commit into from
Dec 14, 2023
Merged

feat: set lead name from email (backport #38505) #38752

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3 changes: 2 additions & 1 deletion erpnext/crm/doctype/lead/lead.json
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Original file line number Diff line number Diff line change
Expand Up @@ -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",
Expand Down Expand Up @@ -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",
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5 changes: 5 additions & 0 deletions erpnext/crm/doctype/lead/lead.py
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Original file line number Diff line number Diff line change
Expand Up @@ -14,6 +14,7 @@
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):
Expand Down Expand Up @@ -111,6 +112,10 @@ 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()

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