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