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.
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)
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
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)
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
