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

  • Hello Harald,

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

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • 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.

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

  • Okay, thank you
    Let me show an option - how adding to Target List from Contact subpanel could be achieved with configuring Sugar behavior and no interface development.

    Just use Tag as a command for Sugar behavior (this is not a mockup but real configured behavior):

    5857.addToTLCommand.mp4

    To make this work, I used Logic Builder as described in the post above - draw a flowchart,  then got zip package with a click.

    Clubbers may feel free to install zip into Sugar and use it for their purposes

    6735.z20210127_flowchart.zip

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • Okay, thank you
    Let me show an option - how adding to Target List from Contact subpanel could be achieved with configuring Sugar behavior and no interface development.

    Just use Tag as a command for Sugar behavior (this is not a mockup but real configured behavior):

    5857.addToTLCommand.mp4

    To make this work, I used Logic Builder as described in the post above - draw a flowchart,  then got zip package with a click.

    Clubbers may feel free to install zip into Sugar and use it for their purposes

    6735.z20210127_flowchart.zip

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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