campaign for accounts

[linaAA]

Hi to everyone,
i have to do a campaign, sending mails to a lot of companies.
I can add leads in a campaign, but i can search them only by first name, last name and some fields else.
I want to search them by lead's company type. How can i do that?

[andopes]

Hi Lina

You have to copy the file modules/Leads/metadata/popupdefs.php into custom/modules/Leads/metadata/popupdefs.php and add the field 'account_name' into searchdefs section.

Cheers

[eddiechen]

I think you need create many to many relation between account and target list

the easy way,

create modules/ProspectLists/metadata/studio.php

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');

$GLOBALS['studioDefs']['ProspectLists'] = array(
'LBL_DETAILVIEW'=>array(
'template'=>'xtpl',
'template_file'=>'modules/ProspectLists/DetailView.html',
'php_file'=>'modules/ProspectLists/DetailView.php',
'type'=>'DetailView',
),
'LBL_EDITVIEW'=>array(
'template'=>'xtpl',
'template_file'=>'modules/ProspectLists/EditView.html',
'php_file'=>'modules/ProspectLists/EditView.php',
'type'=>'EditView',
),
'LBL_LISTVIEW'=>array(
'template'=>'listview',
'meta_file'=>'modules/ProspectLists/listviewdefs.php',
'type'=>'ListView',
),
'LBL_SEARCHFORM'=>array(
'template'=>'xtpl',
'template_file'=>'modules/ProspectLists/SearchForm.html',
'php_file'=>'modules/ProspectLists/ListView.php',
'type'=>'SearchForm',
),

);


then go to studio, I belive you know how to do.

[eddiechen]

Hi Lina

You have to copy the file modules/Leads/metadata/popupdefs.php into custom/modules/Leads/metadata/popupdefs.php and add the field 'account_name' into searchdefs section.

Cheers

thank you , I have know how to custom the popup search.

[FishGuts]

You have to copy the file modules/Leads/metadata/popupdefs.php into custom/modules/Leads/metadata/popupdefs.php and add the field 'account_name' into searchdefs section.

This came in handy for me too, thank you. The only thing I can't work out now is how to add a popup searchdef that lets you search by a related field like Accounts?

AG

[linaAA]

i'm sorry, i don't know how to do now