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Thread: How can i mass update leads based on zip?

  1. #1
    gerald29 is offline Sugar Community Member
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    Default How can i mass update leads based on zip?

    I have a list of zip codes and the corresponding users that they need to be assigned to. Is there a way to assign all the leads that are in these zips to the user at once? I can run a report that pulls all the leads in a range of zips, but i cant mass update from it. Thanks.
    SugarCRM 5.1.0c
    Windows Server 2003 R2
    XAMPP Installation
    Apache / MySQL

  2. #2
    crmsiva's Avatar
    crmsiva is offline A Sugar Hero
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    Default Re: How can i mass update leads based on zip?

    Hi

    1. Search the leads by the zip code
    2. Select the search result
    3. Select the user to be assigned to in Mass Update panel
    4. Now click update.

    If you want to do this without Mass Update, you need to update directly in DB.

  3. #3
    gerald29 is offline Sugar Community Member
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    Default Re: How can i mass update leads based on zip?

    Yes but i have hundreds of zip codes to do
    i know i can do this in mysql, but i am looking for a cleaner, faster way.
    SugarCRM 5.1.0c
    Windows Server 2003 R2
    XAMPP Installation
    Apache / MySQL

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: How can i mass update leads based on zip?

    You might want to consider creating a PHP script that retrieves the range of zip codes from the database, then iterates through them to update the related leads.

    If you have a CSV listing of the zip code range, that would simplify the process as you could import it into its own table then iterate through that list.

    You might be able to do this with a cursor as well, but I don't know for sure on MySQL. I've only used cursors on MSSQL.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
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  5. #5
    gerald29 is offline Sugar Community Member
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    Default Re: How can i mass update leads based on zip?

    argh, frustrating. i wish we could mass update items based off reports...
    SugarCRM 5.1.0c
    Windows Server 2003 R2
    XAMPP Installation
    Apache / MySQL

  6. #6
    Angel's Avatar
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    Default Re: How can i mass update leads based on zip?

    Sorry man.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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