Is it possible to get target lists as a subpanel on contacts and lead?
I want to get a better overview of which targets list a contact / lead is on.
Fortunately, I have a solution for you, configured with no coding
I used Logic Builder for Sugar configuring tool (its a cloud tool) to configure logic hooks:
1) whenever Contact or Lead record is linked to Target List, it receives a Tag with name "TL: <targetlistname>"
2) whenever Contact or Lead record is unlinked from Target List,, the Tag with name "TL: <targetlistname>" is removed
Therefore, whenever you open the Record view for the Contact or lead you may see all the TL this record currently belonds to
This approach also enables the OOTB list view filtering and Reports to select Contacts and Leads records that belongs to the TL
There are 4 ready-to-use upgrade safe logic hooks that implement the solution
You are welcome to use them freely (I tested them for vanilla Sugar demoinstance, but you can try too),
you may install them via Module Loader
To give you an idea of how the implementation is done:
1. Sign in logicbuilder.integroscrm.com
2. Draw flowchart logic
3. Generate zip file in a click
Here is the logic hooks logic that is triggered on the Contact is linked to Target List and on the Contact is unlinked from Target List.
You may read both by following the white stripe
Lookin forward to your feedback,
The link/relationship already exists between Contacts/Leads and Target Lists - so all we have to is to enable the Subpanel in the code. Create a file custom/Extension/modules/Contacts/Ext/clients/base/layouts/subpanels/subpanel_for_target_lists_contacts.php with contents:
// Adds a Target-List subpanel to Contacts module
$viewdefs['Contacts']['base']['layout']['subpanels']['components'] = array(
'layout' => 'subpanel',
'label' => 'LBL_PROSPECT_LIST',
'context' => array(
'link' => 'prospect_lists',
Same goes for Leads module.
If you need package version of this, you can create a simple package as described here: https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_That_Copies_Files/
If you need help with any of these steps, please let me know.