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Add Contact to Target List

John Kitsmiller

Is it possible to add a Contact to a Target List while in the Account Screen or Contact Screen?

The use case is that we are going to do a Customer Sat survey and I need users to go to an account and choose the specific Contacts the survey should go to and then add them to a Target List.

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  • 0

    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

  • 0 in reply to Ramya Katram

    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.

Reply
  • 0 in reply to Ramya Katram

    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.

Children
  • 0 in reply to John Kitsmiller

    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.