Add Contact to Target List

Hi John,

It is quite simple and possible in Sugar. We can add Contacts to Target List from Contact Screen, by selecting all the contacts from the ListView, and in the List view actions menu, we have the "Add to Target List"  Option. We can add Contacts to Target List in many ways in Sugar. Please go through this link which gives a clear idea on how to do this. 

Hope this helps you and you are looking for the same.

Thank you,

Poojitha K

Thank you, but that really is not "quite simple". Simple would be to allow me to add a Contact from the Contact screen. If I am working with a prospect (Contact) and I want to add them to a list, it would be simple to click on the menu and add to a target list.

The above scenario requires me to come up with a filter for a search to gather the contacts in List View so I can check them off and add them to a target list.

Right? Or maybe I am missing something?

My goal is to be able to select the appropriate Contacts at an Account to send the survey to.

Hi John,

If I understood correctly, you can achieve these in 3 ways.

1. I believe you can create a Contacts report based on Account Name and add that report to the Targets List.

2. You can go to Contacts List view and add list view filter as the account name and filter contacts related to a specific account and add that to the target list.

3. You can create a Target List first and from Contacts Subpanel in the Target List, you can filter the Contacts based on Account Name and add it to the List.

I don't think so you can add the Contacts to Target List from the Accounts Subpanel.

If the above steps don't suit your requirement, please don't hesitate to ignore my answer.

Thank you.

In a contact, lead or target you can add the open record to a targetlist when the targetlist is a default list in a newsletter camapaign. So the only thing you have to do is to create a campaign of type newsletter, create a target list and then you can add the contact, lead or target be using the button "manage subscriptions".

In the list view of contacts, leads and targets you can use the button "Add To target List" to add a list of records to a targetlist.

In the Account screen a little coding would be necessary. 

I would solve the task by adding a simple checkbox to contacts/leads/prospects which is visible and which can be set in listview, subpanel view and record view. When set, a logic_hock after_save should add the current record to the specific targetlist. That's it, simple job for a developer.

Thank you Harald.

Maybe a little more background would be helpful.

Each of our salespeople have about 200 current clients. Each of those clients could have between 2 and 25 contacts.

We want to send out an invitation to the 1 or 2 contacts at an account for the CSat Survey.

It seems the only way to get the option to Add to Target List is if I view Contacts in List View.

If I have 200 Accounts, I am trying to figure out the easiest way to do this, in the shortest amount of time.

• I could go to Contacts, filter to an account name, get a list view of the contacts, select the contacts and Add to Target List
• I could create the Target List, then link contacts one at a time there
• I could add some field for a contact "Receive CSat Survey" and then filter for that to create a List View (but still Sales would have to check off that box for each Contact)

Hopefully this all makes more sense now.

1. Create field in contacts, such as the example you gave and set it as required.

2. Create a Row and columns Report that uses that field as criteria for populating records in the report.

3. Go to the Target List and in the contacts subpanel choose Select From Reports, select hte report and the Target List will be populated.

4. Run Select from Reports prior to send a future Campaign so that Target List as latest contacts in it.

Target Lists - SugarCRM Support Site

Hello

Okay, I configured this for myself and suggest it for our customers too -  I use Tag for the Contact record to command Sugar to perform smth

For your case its about tagging the record with "Add to TL:<Target List Name>" and let the logic hook that I have configured in Logic Builder do the rest - on saving of the Contact record it automatically adds the given Contact to the TargetList with Name specified then remove command tag for the Contact.

The same low-code tweaking approach works for ANY other command-based manipulations with records,
e.g. remove from TL, create TL to add a contact to, add to TL all contacts of the Account, and whatever necessary

If you have signed up to Logic Builder (https://logicbuilder.integroscrm.com), let me know your registration email and I will share the flowchart to you.

If not, please find attached the regular zip package generated with Logic Builder - it enables the logic you are seeking for.
please feel free to use it

How it works:
1) install zip to your Sugar
2) navigate to the Contact record
3) tag it with "Add to TL:<Target List Name>" then  Save
4)  the logic will add the contact to target list with <Target List Name> and the tag will disappear from the Contact record

please note, that Target list <Target List Name> should exist prior to tagging, otherwise flowchart should be extended to create Target list automatically if no TLs with gven name exist prior to the Contact is added

The package

0804.z20210127_flowchart.zip

FYI, the flowchart drawn (follow the while line to read it)

Hi John Kitsmiller, 

I think what you are looking for is something like this:

It's only a mockuo, I copied the "selection" part from opportunities/rlis - subpanel-for-opportunities.php create-quote selection to accounts/contacts subpanel-for-accounts-contacts.php. But from here it looks like a piece of work which must be done to open a drawer for the selection of one ore more target lists. Or perhaps it is totally simple...

@all - anybody with an idea how to trigger this drower from the subpanel view?

Hello Harald,

Does triggering a drawer demand to be acquainted with PHP/JavaScript to adjust Sugar behavior or it is something configurable?

I do not think you can configure it, but I saw code snippets which gave hints in this direction. Sorry but I'm not deep enough in the product development to know that in detail.