Add Contact to Target List

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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  • Hi

    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?

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH

Reply
  • Hi

    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?

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH

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