Managing event participations

Hi,

I would like to track which events (like exhibitions) a Contact (also lead) attended.

Before going with custom modules, I would like to understand if there is already something standard on Sugar Enterprise to use (like lists, maybe?).

Thanks

Omar

  • Hi , the Campaigns module precisely fits this requirements.

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Hi André,

    thanks, but either I don't understand how it works, or I didn't expressed clearly enough the requirements.

    From the Lead and Contact modules I would like to see the related events (campaigns?).

    From the events (campaign?) I would like to see the related Leads and Contacts.

    I saw I can see the Leads and Contacts related to a target list (from the target list page), but I don't see the related target list on the Lead and Contact pages.

    Omar

  • The Targetlists are not shown by defualt in Accounts/Contacts/Leads/Prospects.

    So you can add them by a subpanels Extensions layout for each of the four modules.

    This file looks like this for all the four modules:

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    <?php
    $viewdefs['Contacts']['base']['layout']['subpanels']['components'][]=
    array (
    'layout' => 'subpanel',
    'label' => 'LBL_PROSPECT_LIST_SUBPANEL_TITLE',
    'context' =>
    array ('link' => 'prospect_lists',),
    );
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    It is located at custom/Extension/modules/Contacts/Ext/clients/base/layouts/prospect_lists_subpanel.php.

    Create the same file for Accounts/Leads/Prospects and then add the labels to the Language Extension files

    custom/Extension/modules/ * /Ext/Language/en_us.ProspectListSubPanels.php

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    <?php
    $mod_strings['LBL_PROSPECT_LIST_SUBPANEL_TITLE']= 'TargetLists';
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    Then you will see the Targetlists in Accounts/Contacts/Leads/Prospects:

  • Thanks ,

    it seems a good solution. We will try this.

    Omar