Campaign target lists by state

[sbantz]

SugarCRM CE 5.0.0.b

Maybe I am not seeing it, but is there a way to create a target list that is populated by Contacts in a certain state? Say you want to send an e-mail campaign to all Contacts in New York. Is there a way to do that? When I create a target list, all I can do is select from Lead Source and other generic fields. Not by address.

Is there a way to do this in CE?

[andopes]

Hi, sbantz.

Exactly how are you trying to create or populate a prospect list? Which link or page are your following?

There are different ways depending on your trying.

Cheers


--
André Lopes
Lâmpada Global Services
Rua Bela Cintra, 299 conjunto. 51
São Paulo, SP 01415-000
tel1. 55 11 3237-3110
e-mail: info@lampadaglobal.com

[sbantz]

Well, basically my process is this:

We want to send out an e-mail announcement to certain Contacts located in a small numbner of states.

We go to Campaign.
We create an e-mail template with the announcement.
We create a Target List. and give it a name.
I go to Target Lists and click on the target list I just created.
This brings me to a screen where I can add Prospects, Contacts, Leads, or Users.
I click on Select under Contacts. This brings up a lookup box where I can look up contacts by first name, last name, account, lead source, etc. The ability to look up by city, state or anything else is just not there.

from the sounds of it, there must be another way.

[SugarDev.net]

Add state to the basic search panel in Studio?

[dtokeefe]

sbantz,

You can add the State field to the Contacts Popup that gets called by the select button in the Target List module. To add the field, modify /modules/Contacts/metadata/popupdefs.php.

Cheers.

David

[sbantz]

Is there a tutorial on how to do this? I have modified code before, but it was pretty much following instruction.

[Meyer]

is it possible to put in a search criteria from a different - custom module

[rousseau]

I needed to search the Leads by geographic location and got it to work by the following:

Found modules/Leads/metadata/popupdefs.php
Which looked like this:

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
/*********************************************************************************
 * SugarCRM is a customer relationship management program developed by
 * SugarCRM, Inc. Copyright (C) 2004 - 2008 SugarCRM Inc.
 * 
 * This program is free software; you can redistribute it and/or modify it under
 * the terms of the GNU General Public License version 3 as published by the
 * Free Software Foundation with the addition of the following permission added
 * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
 * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
 * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
 * 
 * This program is distributed in the hope that it will be useful, but WITHOUT
 * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
 * FOR A PARTICULAR PURPOSE.  See the GNU General Public License for more
 * details.
 * 
 * You should have received a copy of the GNU General Public License along with
 * this program; if not, see http://www.gnu.org/licenses or write to the Free
 * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
 * 02110-1301 USA.
 * 
 * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
 * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
 * 
 * The interactive user interfaces in modified source and object code versions
 * of this program must display Appropriate Legal Notices, as required under
 * Section 5 of the GNU General Public License version 3.
 * 
 * In accordance with Section 7(b) of the GNU General Public License version 3,
 * these Appropriate Legal Notices must retain the display of the "Powered by
 * SugarCRM" logo. If the display of the logo is not reasonably feasible for
 * technical reasons, the Appropriate Legal Notices must display the words
 * "Powered by SugarCRM".
 ********************************************************************************/

$popupMeta = array('moduleMain' => 'Lead',
						'varName' => 'LEAD',
						'orderBy' => 'last_name, first_name',
						'whereClauses' => 
							array('first_name' => 'leads.first_name', 
									'last_name' => 'leads.last_name',
									'lead_source' => 'leads.lead_source',
									'status' => 'leads.status'),
						'selectDoms' =>
							array('LEAD_SOURCE_OPTIONS' => 
											array('dom' => 'lead_source_dom', 'searchInput' => 'lead_source'),
									'STATUS_OPTIONS' => 
											array('dom' => 'lead_status_dom', 'searchInput' => 'status')
									),
						'searchInputs' =>
							array('first_name', 'last_name', 'lead_source', 'status'),
						'listviewdefs' => array(
											'NAME' => array(
												'width' => '30',
												'label' => 'LBL_LIST_NAME',
										        'link' => true,
										        'default' => true,
										        'related_fields' => array('first_name', 'last_name', 'salutation')), 
											'LEAD_SOURCE' => array(
										        'width' => '10', 
										        'label' => 'LBL_LEAD_SOURCE',
										        'default' => true,),
											'STATUS' => array(
												'width' => '10', 
												'label' => 'LBL_LIST_STATUS',
										        'default' => true),
										     'ASSIGNED_USER_NAME' => array(
										        'width' => '10', 
										        'label' => 'LBL_LIST_ASSIGNED_USER',
										        'default' => true), 
											),
						'searchdefs'   => array(
										 	'first_name',
										 	'last_name', 
											'lead_source', 
											'status',
											array('name' => 'assigned_user_id', 'type' => 'enum', 'label' => 'LBL_ASSIGNED_TO', 'function' => array('name' => 'get_user_array', 'params' => array(false))),
										  )
						);


?>

I then made the following changes and did a quick repair and rebuild in the admin. It works nice now:

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
/*********************************************************************************
 * SugarCRM is a customer relationship management program developed by
 * SugarCRM, Inc. Copyright (C) 2004 - 2008 SugarCRM Inc.
 * 
 * This program is free software; you can redistribute it and/or modify it under
 * the terms of the GNU General Public License version 3 as published by the
 * Free Software Foundation with the addition of the following permission added
 * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
 * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
 * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
 * 
 * This program is distributed in the hope that it will be useful, but WITHOUT
 * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
 * FOR A PARTICULAR PURPOSE.  See the GNU General Public License for more
 * details.
 * 
 * You should have received a copy of the GNU General Public License along with
 * this program; if not, see http://www.gnu.org/licenses or write to the Free
 * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
 * 02110-1301 USA.
 * 
 * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
 * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
 * 
 * The interactive user interfaces in modified source and object code versions
 * of this program must display Appropriate Legal Notices, as required under
 * Section 5 of the GNU General Public License version 3.
 * 
 * In accordance with Section 7(b) of the GNU General Public License version 3,
 * these Appropriate Legal Notices must retain the display of the "Powered by
 * SugarCRM" logo. If the display of the logo is not reasonably feasible for
 * technical reasons, the Appropriate Legal Notices must display the words
 * "Powered by SugarCRM".
 ********************************************************************************/

$popupMeta = array('moduleMain' => 'Lead',
						'varName' => 'LEAD',
						'orderBy' => 'last_name, first_name',
						'whereClauses' => 
							array('first_name' => 'leads.first_name', 
									'last_name' => 'leads.last_name',
									'lead_source' => 'leads.lead_source',
									'status' => 'leads.status',
                                                                        'primary_address_country' => 'leads.primary_address_country'),
						'selectDoms' =>
							array('LEAD_SOURCE_OPTIONS' => 
											array('dom' => 'lead_source_dom', 'searchInput' => 'lead_source'),
									'STATUS_OPTIONS' => 
											array('dom' => 'lead_status_dom', 'searchInput' => 'status')
									),
						'searchInputs' =>
							array('first_name', 'last_name', 'lead_source', 'status','primary_address_country'),
						'listviewdefs' => array(
											'NAME' => array(
												'width' => '30',
												'label' => 'LBL_LIST_NAME',
										        'link' => true,
										        'default' => true,
										        'related_fields' => array('first_name', 'last_name', 'salutation')), 
											'LEAD_SOURCE' => array(
										        'width' => '10', 
										        'label' => 'LBL_LEAD_SOURCE',
										        'default' => true,),
											'STATUS' => array(
												'width' => '10', 
												'label' => 'LBL_LIST_STATUS',
										        'default' => true),
										     'ASSIGNED_USER_NAME' => array(
										        'width' => '10', 
										        'label' => 'LBL_LIST_ASSIGNED_USER',
										        'default' => true), 
											),
						'searchdefs'   => array(
										 	'first_name',
										 	'last_name', 
											'lead_source', 
											'status',
                                                                                        'primary_address_country',
											array('name' => 'assigned_user_id', 'type' => 'enum', 'label' => 'LBL_ASSIGNED_TO', 'function' => array('name' => 'get_user_array', 'params' => array(false))),
										  )
						);


?>

The only problem I'm having is that the list is too long for all my USA leads to display on one page. I tried to set the list length at over 4000 and it just wouldn't display anything. So I have it set at 800 leads to display at a time, but if I use the forward arrows it removes the USA location and gives me all the countries. :-(

I don't see why this wouldn't work with any of the custom fields, but I haven't tried it out just yet. The only thing that would probably be different is the first of the 3 changes I made (in red) above would have the table as leads_cstm.[custom_item] instead of leads.primary_address_country.

Hope this helps anyone else using 5.1.0a CE like myself to get the campaign target lists working how it really should.

[dgilroybs8]

Hiya,

I've been trying to do this as well, to add "primary_address_postalcode" to the Leads search when building a Target List. Here's my modified code :-

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
/*********************************************************************************
 * SugarCRM is a customer relationship management program developed by
 * SugarCRM, Inc. Copyright (C) 2004 - 2008 SugarCRM Inc.
 * 
 * This program is free software; you can redistribute it and/or modify it under
 * the terms of the GNU General Public License version 3 as published by the
 * Free Software Foundation with the addition of the following permission added
 * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
 * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
 * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
 * 
 * This program is distributed in the hope that it will be useful, but WITHOUT
 * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
 * FOR A PARTICULAR PURPOSE.  See the GNU General Public License for more
 * details.
 * 
 * You should have received a copy of the GNU General Public License along with
 * this program; if not, see http://www.gnu.org/licenses or write to the Free
 * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
 * 02110-1301 USA.
 * 
 * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
 * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
 * 
 * The interactive user interfaces in modified source and object code versions
 * of this program must display Appropriate Legal Notices, as required under
 * Section 5 of the GNU General Public License version 3.
 * 
 * In accordance with Section 7(b) of the GNU General Public License version 3,
 * these Appropriate Legal Notices must retain the display of the "Powered by
 * SugarCRM" logo. If the display of the logo is not reasonably feasible for
 * technical reasons, the Appropriate Legal Notices must display the words
 * "Powered by SugarCRM".
 ********************************************************************************/

$popupMeta = array('moduleMain' => 'Lead',
						'varName' => 'LEAD',
						'orderBy' => 'last_name, first_name',
						'whereClauses' => 
							array('first_name' => 'leads.first_name', 
									'last_name' => 'leads.last_name',
									'lead_source' => 'leads.lead_source',
									'status' => 'leads.status'
									'primary_address_postalcode' => 'leads.primary_address_postalcode'),						'selectDoms' =>
							array('LEAD_SOURCE_OPTIONS' => 
											array('dom' => 'lead_source_dom', 'searchInput' => 'lead_source'),
									'STATUS_OPTIONS' => 
											array('dom' => 'lead_status_dom', 'searchInput' => 'status')
									),
						'searchInputs' =>
							array('first_name', 'last_name', 'lead_source', 'status', 'primary_address_postalcode'),
						'listviewdefs' => array(
											'NAME' => array(
												'width' => '30',
												'label' => 'LBL_LIST_NAME',
										        'link' => true,
										        'default' => true,
										        'related_fields' => array('first_name', 'last_name', 'salutation')), 

											'LEAD_SOURCE' => array(
										        'width' => '10', 
										        'label' => 'LBL_LEAD_SOURCE',
										        'default' => true,),
											'STATUS' => array(
												'width' => '10', 
												'label' => 'LBL_LIST_STATUS',
										        'default' => true),
										     'ASSIGNED_USER_NAME' => array(
										        'width' => '10', 
										        'label' => 'LBL_LIST_ASSIGNED_USER',

											),
						'searchdefs'   => array(
										 	'first_name',
										 	'last_name', 
											'postcode',
											'lead_source', 
											'status',
											'primary_address_postalcode',
											array('name' => 'assigned_user_id', 'type' => 'enum', 'label' => 'LBL_ASSIGNED_TO', 'function' => array('name' => 'get_user_array', 'params' => array(false))),
										  )
						);


?>

I did the "Quick Rebuild & Rebuild" on the Leads module, but when I click on Select from a target list, I get a blank page, the source code of which looks like this :-

<link rel="stylesheet" type="text/css" media="all" href="themes/Sugar/calendar-win2k-cold-1.css?c=1"><script>var module_sugar_grp1 = 'Leads';</script><script>var action_sugar_grp1 = 'Popup';</script><script>jscal_today = 1230723494000; if(typeof app_strings == "undefined") app_strings = new Array();</script><script type="text/javascript" src="include/javascript/sugar_grp1_yui.js?c=1"></script><script type="text/javascript" src="include/javascript/sugar_grp1.js?c=1"></script><script type="text/javascript" src="jscalendar/lang/calendar-en.js?c=1"></script><script type="text/javascript">var asynchronous_key = "8246527c-920b-bf70-76b6-495b37f0c32c";SUGAR.themes.image_server="";</script><script type="text/javascript">
	var time_reg_format = '([0-9]{1,2}):([0-9]{1,2})';
	var date_reg_format = '([0-9]{1,2})/([0-9]{1,2})/([0-9]{4})';
	var date_reg_positions = {'m': 1,'d': 2,'Y': 3};
	var time_separator = ':';
	var cal_date_format = '%m/%d/%Y';
	var time_offset = 0;
</script><script type="text/javascript" src="cache/jsLanguage/en_us.js?c=1&j=1"></script><script type="text/javascript" src="cache/jsLanguage/Leads/en_us.js?c=1&j=1"></script>

Do I have to modify the popup_picker.html file as well to tell the new field to display on the page?

Any help to a Sugar Newbie (me!!) gratefully received.

Regs....David.

[dgilroybs8]

An update.

I can now get the search working, searching on the Postalcode field, and I can get the heading in the search list at the bottom of the popup window, but there is no data in the fields. How do I get the data to display? I just cannot see how to do it.

Regs....David.

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
/*********************************************************************************
 * SugarCRM is a customer relationship management program developed by
 * SugarCRM, Inc. Copyright (C) 2004 - 2008 SugarCRM Inc.
 * 
 * This program is free software; you can redistribute it and/or modify it under
 * the terms of the GNU General Public License version 3 as published by the
 * Free Software Foundation with the addition of the following permission added
 * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
 * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
 * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
 * 
 * This program is distributed in the hope that it will be useful, but WITHOUT
 * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
 * FOR A PARTICULAR PURPOSE.  See the GNU General Public License for more
 * details.
 * 
 * You should have received a copy of the GNU General Public License along with
 * this program; if not, see http://www.gnu.org/licenses or write to the Free
 * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
 * 02110-1301 USA.
 * 
 * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
 * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
 * 
 * The interactive user interfaces in modified source and object code versions
 * of this program must display Appropriate Legal Notices, as required under
 * Section 5 of the GNU General Public License version 3.
 * 
 * In accordance with Section 7(b) of the GNU General Public License version 3,
 * these Appropriate Legal Notices must retain the display of the "Powered by
 * SugarCRM" logo. If the display of the logo is not reasonably feasible for
 * technical reasons, the Appropriate Legal Notices must display the words
 * "Powered by SugarCRM".
 ********************************************************************************/

$popupMeta = array('moduleMain' => 'Lead',
						'varName' => 'LEAD',
						'orderBy' => 'last_name, first_name',
						'whereClauses' => 
							array('first_name' => 'leads.first_name', 
									'last_name' => 'leads.last_name',
									'lead_source' => 'leads.lead_source',
									'status' => 'leads.status',
									'primary_address_postalcode' => 'leads.primary_address_postalcode'),
						'selectDoms' =>
							array('LEAD_SOURCE_OPTIONS' => 
											array('dom' => 'lead_source_dom', 'searchInput' => 'lead_source'),
									'STATUS_OPTIONS' => 
											array('dom' => 'lead_status_dom', 'searchInput' => 'status')
									),
						'searchInputs' =>
							array('first_name', 'last_name', 'salutation', 'lead_source', 'status', 'primary_address_postalcode'),
						'listviewdefs' => array(
											'NAME' => array(
												'width' => '30',
												'label' => 'LBL_LIST_NAME',
										        'link' => true,
										        'default' => true,
										        'related_fields' => array('first_name', 'last_name', 'salutation')), 
											'POSTCODE' => array(
										        'width' => '20', 
										        'label' => 'LBL_PRIMARY_ADDRESS_POSTALCODE',
										        'default' => true,),
											'LEAD_SOURCE' => array(
										        'width' => '10', 
										        'label' => 'LBL_LEAD_SOURCE',
										        'default' => true,),
											'STATUS' => array(
												'width' => '10', 
												'label' => 'LBL_LIST_STATUS',
										        'default' => true),
										     'ASSIGNED_USER_NAME' => array(
										        'width' => '10', 
										        'label' => 'LBL_LIST_ASSIGNED_USER',
										        'default' => true), 
											),
						'searchdefs'   => array(
										 	'first_name',
										 	'last_name', 
											'lead_source', 
											'status',
											'primary_address_postalcode',
											array('name' => 'assigned_user_id', 'type' => 'enum', 'label' => 'LBL_ASSIGNED_TO', 'function' => array('name' => 'get_user_array', 'params' => array(false))),
										  )
						);


?>